Asset Management With Passion

Our dedicated experience and proven service record provide solutions for your goals and needs.

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Asset Management

When it comes to your investments the philosophy of Synergy Asset Strategies, Inc. is that you should know what you own and why you own it.

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Asset Protection

You’ve worked hard to accumulate your assets, build your wealth and pass it on to your heirs so protecting your hard earned money makes sense.

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Values Based Planning

Nothing guarantees that you will meet all your goals, but we feel that our process gives you the best opportunity to lay out a sensible monetary strategy.

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Other Services

We meet with you regularly keeping you motivated to reach your long term financial goals and making adjustments to your plan as your needs evolve.

 

24/7 Account Access

Through First Clearing, the Custodial firm we utilize, you will have 24 hour a day access to your accounts, stock research, and important account documents. You can login through this website at the “Client Access” tab on the home page or by clicking here.

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