Company

 Synergy Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability in the pursuit of financial independence.

Our Commitment


The definition of “Synergy” means combined action or operation. A mutually advantageous conjunction or compatibility of distinct business participants. At Synergy Wealth Management we believe in working with you by doing everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our Principle


 Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 714-769-9148.