Broker Check

Synergy Wealth Management In the Media

GRBJ 2016 Top Area Wealth Management Firms, March 28, 2016

Link to 2016 Top Area Wealth Management Firms in West Michigan

Synergy Wealth Managemet is proud to be a part of the area's top wealth management firms for 2016!  This annual ranking is put out by the GRBJ and is based off assets under management as of December 31, 2015.

Grand Rapids Business Journal, March 11, 2016

Proposed fiduciary rule enters into final review stretch: Regulation would address 'best interests' for investors and require fee and cost explainations.  As reported by Rachel Weick.

Synergy Wealth Management is a fierce advocate of the fiduciary standard in the financial services industry.  As the Department of Labor enters into the review period of the proposed fiduciary rule, we give our take on it.  This regulation would require that the best interests of retirement investors are held above all else and that fees and costs are clearly explained.