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Synergy Wealth Management Employee Directory

Investment ManagementMichigan, United States2-10 Employees

Synergy Wealth Management has about 9 employees across 2 continents, most of them in North America. By country, the largest groups are United States Of America (86%), United Kingdom Of Great Britain And Northern Ireland (7%) and Switzerland (7%).

Find Synergy Wealth Management employees' phone numbers or email addresses

Synergy Wealth Management Global Highlights

Location
Employees

North America
24

Minus sign iconPlus sign icon
  • United States Of America
    24

Europe
4

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  • United Kingdom Of Great Britain And Northern Ireland
    2
  • Switzerland
    2

North America accounts for 86% of Synergy Wealth Management's workforce, followed by Europe (14%).

Synergy Wealth Management's Leadership

  • Partner at Synergy Wealth Management
    S. S.
    Partner
    Mobile Phone
  • Director at Synergy Wealth Management
    M. E. S.
    Director
    Mobile Phone
  • Director at Synergy Wealth Management
    W. Y.
    Director
    Mobile Phone
  • Managing Principal at Synergy Wealth Management
    F. A.
    Managing Principal
    Mobile Phone
  • Investment Advisor at Synergy Wealth Management
    A. T.
    Investment Advisor
    Mobile Phone
  • Financial Advisor at Synergy Wealth Management
    S. B.
    Financial Advisor
    Mobile Phone
  • Receptionist at Synergy Wealth Management
    G. A.
    Receptionist
    Mobile Phone

Synergy Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Synergy Wealth Management

Name
Title
Contact
Location
Last Update
  • Partner at Synergy Wealth Management
    S. S.
    Partner
    Mobile Phone
    Apr 01, 2025
  • Director at Synergy Wealth Management
    M. E. S.
    Director
    Mobile Phone
    Switzerland, Bern
    Apr 16, 2026
  • Director at Synergy Wealth Management
    W. Y.
    Director
    Mobile Phone
    United Kingdom, Swansea
    Sep 14, 2026
  • Managing Principal at Synergy Wealth Management
    F. A.
    Managing Principal
    Mobile Phone
  • Investment Advisor at Synergy Wealth Management
    A. T.
    Investment Advisor
    Mobile Phone
    Switzerland, Geneva
    Oct 19, 2025
  • Financial Advisor at Synergy Wealth Management
    S. B.
    Financial Advisor
    Mobile Phone
    Oct 16, 2024
  • Receptionist at Synergy Wealth Management
    G. A.
    Receptionist
    Mobile Phone
    Sep 04, 2026

Frequently Asked Questions

Where are Synergy Wealth Management's employees located?

Minus sign iconPlus sign iconSynergy Wealth Management has about 9 employees across 2 continents, most of them in North America. North America accounts for 86% of Synergy Wealth Management's workforce, followed by Europe (14%). By country, the largest groups are United States Of America (86%), United Kingdom Of Great Britain And Northern Ireland (7%) and Switzerland (7%).

How many employees does Synergy Wealth Management have currently?

Minus sign iconPlus sign iconSynergy Wealth Management has approximately 9 employees as of September 2026. These team members are located across 2 continents, including North America and Europe.

Who are Synergy Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Synergy Wealth Management's key employees include:

  • Partner: S. S.
  • Director: M. E. S.
  • Director: W. Y.
  • Managing Principal: F. A.
  • Investment Advisor: A. T.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Synergy Wealth Management's most common email format?

Minus sign iconPlus sign iconSynergy Wealth Management employees' email format typically follows the pattern of First.Last@synergywm.com. Trying to find reliable and up-to-date employee contact data? Find more Synergy Wealth Management email formats with LeadIQ.

What is Synergy Wealth Management known for?

Minus sign iconPlus sign iconSynergy Wealth Management was founded in 2012 and operates in the Investment Management industry. You can contact Synergy Wealth Management's main corporate office by phone at
+1-616-285-****
. Explore Synergy Wealth Management's company overview page for more information.

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