SynergyWM is a fee-only registered investment advisory (RIA) firm providing investment management, financial planning, and wealth guidance. We specialize in helping individuals and small companies manage their portfolio in a low cost, academically based manner. Our team focuses on helping clients monitor their financial health so appropriate decisions can be made.
Every year, contribution limits get updated and it's good to keep an eye on this to maximize your retirement accounts and update your contributions if needed. Historically, the US stock market has delivered an average average annual return of about 10%. However, most years have looked different than the average.
Every year, contribution limits get updated and it's good to keep an eye on this to maximize your retirement accounts and update your contributions if needed. Historically, the US stock market has delivered an average average annual return of about 10%. However, most years have looked different than the average.
Services
Synergy WM is a fee-only registered investment advisory (RIA) firm committed to helping our clients improve their long-term financial success through efficient and academically based strategies. We take pride in our role as a true fiduciary, putting our clients' interests ahead of our own, and providing our clients unbiased advice, not a sales pitch.
This is our newest client platform and is meant to be the "one stop shop" for our clients. EMoney is financial planning software that encompasses goal based financial planning and net worth tracking.
EMoney also tracks your investment and retirement accounts held with Synergy Wealth Management as well as is a data aggregation tool that can feed in your outside accounts such as 401(k), bank accounts, loan accounts, credit card accounts, and much more.Clients also have a vault where they can receive and send documents as well as store documents.
EMoney also tracks your investment and retirement accounts held with Synergy Wealth Management as well as is a data aggregation tool that can feed in your outside accounts such as 401(k), bank accounts, loan accounts, credit card accounts, and much more.Clients also have a vault where they can receive and send documents as well as store documents.
Financial professionals are generally compensated two ways, through fees or commissions. Commissions are paid by a product company for the sale of an investment product, whereas fees generally are paid directly by the client. Fee-only management can be either hourly, by the project, by retainer, or as a percentage of the assets that are managed.
A fiduciary is a person or organization that acts on behalf of another person or persons to manage assets. Essentially, a fiduciary owes to that other entity the duties of good faith and trust. The highest legal duty of one party to another, being a fiduciary requires being bound ethically to act in the other's best interests.
As an investment advisor that believes education on the industry is a key to helping investors make We teach educational classes to help people learn more about not only their finances, but also about the financial advice industry as a whole. If you are interested in attending a class or have any questions on our classes, please contact us below.
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