Broker Check

Investment Products

There is a financial incentive to recommend many products.  The incentive may be paid to the advisor, the custodian, or the broker/dealer, or it could be paid to all three.  At Synergy Wealth Management, we believe this creates a conflict of interest, and that is why we strive to only recommend products that do not offer such incentives.  As an independent advisor, we are not constrained by proprietary products or services, investment banking relationships, or other activities that are not consistent with your needs.  Also, because of our investment philosophy, we have completed the rigorous training and due diligence to be able to directly offer Dimensional Fund Advisors (DFA) investment portfolios.  Please see for more information.

Overall Product List:

  • Dimensional Fund Advisors (DFA)
  • Vanguard Funds and ETFs
  • No-load mutual funds
  • ETFs
  • Stocks and bonds
  • 529 plans
  • Annuities
  • Insurance (life, disability, and long-term care) products
  • Fee-only asset management
  • As well as other products