What departments does Synergy Wealth Management have?

Synergy Wealth Management has employees across 2 departments including Consultant, Finance.

What is the largest department at Synergy Wealth Management?

The largest department at Synergy Wealth Management is Finance with 5 employees.

Where are Synergy Wealth Management employees located globally?

Synergy Wealth Management has employees across 3 continents and 4 countries including United Kingdom Of Great Britain And Northern Ireland, Switzerland, United States Of America, Hong Kong.

How has Synergy Wealth Management's team size changed over time?

Synergy Wealth Management's team has decreased from approximately 11 to 2 employees based on available data.

Synergy Wealth Management Employee Directory

Investment ManagementMichigan, United States2-10 Employees

Synergy Wealth Management, LLC operates in the investment management industry as a comprehensive financial services firm based in Grand Rapids, Michigan. Advisory services are provided through Synergy Wealth Management, LLC, a Registered Investment Advisor, and financial planning services are offered through the same entity. The firm emphasizes putting clients' interests first and aims to provide unbiased advice through a transparent, educational, and cost-effective process designed to minimize conflicts of interest. Its approach relies on efficient and academically based strategies intended to support clients' long-term financial success. The company is a small practice with 2 to 10 employees, reported revenue in the range of $1 million to $10 million, located at 660 Cascade West Parkway Southeast, Suite 250, Grand Rapids, Michigan, and maintains a website at synergywm.com.

Synergy Wealth Management Global Highlights

North America
25

United States Of America
25

Europe
3

Switzerland
2
United Kingdom Of Great Britain And Northern Ireland
1

Synergy Wealth Management's Leadership

S. S.
Owner/President
Mobile Phone
Email
B. B.
Chartered Financial Consultant (chfc)
Mobile Phone
Email
M. M.
Owner
Mobile Phone
Email
S. S.
Partner
Mobile Phone
Email
G. D.
Vice President, Retirement Planning
Mobile Phone
Email
M. E. S.
Director
Mobile Phone
Email
F. I.
Managing Principal
Mobile Phone
Email
F. A.
Managing Principal
Mobile Phone
Email

Synergy Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Synergy Wealth Management

Name

Title

Contact Info

Location

Last Update

S. S.
Owner/President
Mobile Phone
Email
United StatesArkansas
Jun 01, 2026
B. B.
Chartered Financial Consultant (chfc)
Mobile Phone
Email
United StatesMichigan
May 30, 2026
M. M.
Owner
Mobile Phone
Email
United StatesMinnesota
Oct 21, 2024
S. S.
Partner
Mobile Phone
Email
Apr 01, 2025
G. D.
Vice President, Retirement Planning
Mobile Phone
Email
United StatesMississippi
Apr 14, 2026
M. E. S.
Director
Mobile Phone
Email
SwitzerlandBern
Apr 16, 2026
F. I.
Managing Principal
Mobile Phone
Email
United StatesMichigan
Sep 09, 2025
F. A.
Managing Principal
Mobile Phone
Email
T. K.
Financial Advisor
Mobile Phone
Email
United StatesMichigan
Oct 23, 2025
D. H.
Executive Assistant
Mobile Phone
Email
United StatesMississippi
Jun 01, 2026

Frequently Asked Questions

What is Synergy Wealth Management known for?

Synergy Wealth Management was founded in 2012 operates in the Investment Management industry. The company's main headquarters is located in 660 Cascade West Parkway Southeast Suite 250 Grand Rapids, Michigan United States; you can contact the main corporate office by phone at

+1-616-285-****

. Explore Synergy Wealth Management's company overview page for more information.

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

Synergy Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Synergy Wealth Management email formats with LeadIQ.

How many employees does Synergy Wealth Management have currently?

Synergy Wealth Management has approximately 8 employees as of April 2026. These team members are located across 2 continents, including North AmericaEurope.

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

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

Owner/President: S. S.
Chartered Financial Consultant (chfc): B. B.
Owner: M. M.
Partner: S. S.
Vice President, Retirement Planning: G. D.

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Synergy Wealth Management Employee Directory

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