Synergy Wealth Management Employee Directory

Investment ManagementMichigan, United States2-10 Employees

Synergy Wealth Management, LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial success through efficient and academically based strategies. We take pride in putting our clients' interests ahead of our own, meaning we strive to provide our clients with unbiased advice, not a sales pitch.  We do this by using a transparent, educational, and cost effective process that minimizes conflicts of interest.

At Synergy Wealth Management LLC, we are determined to help you understand how the financial industry works, how it affects your investments and financial goals, and why it is critical to learn as much as possible about your financial portfolio.  We encourage you to explore our site, www.synergywm.com, and learn more about the services we provide. Should you have any questions or would like more information, please feel free to contact us. We look forward to hearing from you.


Call today for a free no-obligation portfolio review. Let us show you the hidden costs of investing!
616.285.7818



Grand Rapids Chamber of Commerce members
Michigan Chamber of Commerce members
Forest Hills Business Association members

Advisory Services offered through Synergy Wealth Management, LLC, a Registered Investment Advisor.  Financial Planning Services offered through Synergy Wealth Management, LLC.

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