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 acting as a fiduciary and putting our clients' interests ahead of our own, along with providing our clients unbiased advice, not a sales pitch. We do this by using our unique investment selection process that is transparent, educational, and cost effective, all while minimizing conflicts of interest.
At Synergy WM, 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 understand your financial portfolio. We encourage you to explore our site and learn more about the services we provide. We will be periodically updating the site with educational and research articles, so check back frequently. Please feel free to contact us today to learn more about our unique process. We look forward to hearing from you.
Synergy WM ranked as one of the 2016 top area wealth management firms by the Grand Rapids Business Journal! See here.
See our new article on the Fiduciary Standard in the GRBJ here.
Know Your Investments Workshop: View our new upcoming dates for our educational workshop under the Research and Insights tab.
Are you working with a broker and a fiduciary advisor? See this video here to learn the differences.
Our latest firm brochure can be found by here: ADV 2A.
Synergy Wealth Management, LLC is more than a wealth management firm. Click here to see why we are different.
At Synergy Wealth Management, we offer an array of services to help you reach your goals in a transparent, educational, and unique way.
Learn more about your investments and what's in your best interest at one of our upcoming workshops.