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Our Services

At Synergy Wealth Management, LLC, we offer solutions to help with what keeps you up at night.  While we have many solutions available to us, we only use what is in the best interest of each particular client.  These solutions include: 

For more information on our services please see the drop down tabs at the top of the site under "Our Services"

Types of Accounts

  • 529 Plans
  • UTMA and UGMA Accounts
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • Rollover IRA
  • Inherited IRA
  • SEP IRA
  • SIMPLE IRA
  • 401k
  • 403b
  • 457
  • Defined Contribution Plans
  • Profit Sharing Plans
  • Fixed, Variable, and Indexed Annuities

Financial Planning

  • Retirement Planning
  • Tax Planning
  • 401k Planning
  • 403b Planning
  • College Planning
  • Estate Planning
  • Money Management

Investments

  • Mutual Funds
  • Stocks and Bonds
  • ETFs and More

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance