Your Money + Your Values = Prosperity YOUR Way

Our Vision

At Synergy Asset Strategies, Inc. (SASI), our goal is to become one of the most well regarded investment management firm in the Southeast by establishing values-based investing as the new standard of excellence in asset management. Striving to continuously improve our expertise and execution, we will make sound decisions based on the client’s ethics and needs, knowing they are our primary stakeholder; treat our employees as we wish to be treated; and give back to our community through volunteerism and monetary means which consistently increase as the firm grows.

Our Mission

At Synergy Asset Strategies, Inc. (SASI), our mission is to provide asset management to investors who desire to generate wealth while making a difference with their money. We collaborate to determine each client’s goals and values then apply that knowledge to an individualized investment strategy. Our experience allows us to apply disciplined research methods to find stocks that fit not only our strict fundamental and technical requirements, but also match the client’s unique personal criteria.

What We Pledge:

1. To put our clients’ interests before Advisor or Firm.
2. To respect your individuality and invest your money accordingly.
3. To be passionately committed to your success and well being

4. To help you keep emotions, pride and fear out of the investing process.
5. To enthusiastically embrace our fiduciary responsibility to you.
6. To provide peace of mind by always having your back.

Our Services

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.

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.

Financial Planning

Our financial planning process gives you the opportunity to lay out a sensible monetary strategy to meet your goals for the future.

Regular Monitoring

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