Your Wealth. Your Time. Your Legacy.
Family office strategies for Colorado’s elite business owners and families
Business Owners
You’ve made it. Now what?
You’ve built your business with hard work and smart decisions, and a few blessings along the way. Now ensure your financial future is handled with the same care. For successful business owners, it can be lonely at the top. We can change that.
Private Clients
Does your current plan protect what matters most?
Your family is your greatest legacy. At Synergy Capital, we’re here to ensure that the wealth you’ve created not only enriches your life today but also safeguards the future for you and your loved ones.
We go beyond financial advice for our clients by serving as your Financial Consigliere with strategies to enrich your life, simplify your complexities, & protect your family’s future.
What We Bring to You
Expertise and Experience
At Synergy Capital, we bring our combined 50 years of experience working at major Wall Street firms to our Main Street clients. As an independent business, the large financial firms now work for us. With this, we’re able to still utilize their top tier platforms, while providing services they just can’t deliver.
Family Office-Style Wealth Platform
At Synergy Capital, we understand our clients’ unique financial goals and challenges. We create customized strategies for Northern Colorado’s elite. Whether you’re protecting a family business or optimizing your assets and your plan, our adaptable approach is tailored to your evolving financial needs.
Multi-Strategy Asset Management
Using our propriety fundamental and technical analysis, we preserve and grow your wealth so that your lifestyle continues with bounds only set by you.
Innovative Tax Optimization
Through proactive collaboration with your tax advisors and leveraging cutting-edge financial technologies, we devise strategies to minimize liabilities, enhancing post-tax growth and income.
Integrated Estate Planning
We strategize with your estate planning attorney to design and preserve your legacy that will care for your spouse and your children, while impacting generations to follow.
Precision-Crafted Financial Plans
How should your accounts be titled?
- Potential value added: 0 to 75 basis points (up to 0.75%) annually
- Maximizing tax efficiency by strategic placement of your assets between taxable, tax-deferred, trust, and tax-free account types
When should you make tactical changes and why?
- Potential value added: up to 150 basis points (1.5%) annually
- When market turbulence hits, we provide intel you can trust so you can make the most informed decisions at critical times.
In retirement, which accounts should you tap first?
- Potential value added: 0 to 110 basis points (up to 1.1%) annually
- Crafting a tax-efficient withdrawal strategy for your retirement income
Are you in the lowest cost investment vehicles?
- Potential value added: 30 basis points (.3%) annually
- With individual securities and low-cost ETF’s, we can reduce your expenses versus what the average investor pays.
Our Value Add, Quantified
A professional relationship is only worthwhile if the value exceeds the cost. Our annual advisory fees for new clients range from 0.45% to 1.0%, based on assets managed. While quantifying our comprehensive range of services can be challenging, a recent Vanguard study focused on just four aspects of our offering. Even these four services alone demonstrated significant quantifiable value, up to 3% in additional net returns per year:
How do we start?
Step 1: Discovery Meeting
We start with a one-on-one meeting to understand your financial challenges and aspirations. We also quantify where you are financially and where you want to be.
Step 2: Customized Plan
We develop a strategic investment plan that aligns with your values and objectives. Then we overlay your tax and estate plan.
Step 3: Plan Execution
Assets are transferred in kind with no tax implications. We onboard you onto our Synergy Wealth Platform and then execute the agreed-upon plan.
Step 4: Ongoing Support
Our relationship goes beyond planning. We offer continuous support and adjustments to your strategy as needed.
Discover exclusive wealth management services tailored to your financial ambitions.
Frequently Asked Questions
How are you different from other financial advisors?
One of our core values is Kaizen, or the practice of continuous improvement. This means that you have access to the most sophisticated planning and investment strategies, software, and execution the industry offers.
How much do you charge for your services?
For new clients, we offer a fiduciary, fee-only style of asset management. With that comes the myriad of planning services described above. The following is a table of our advisory fees:
| Advisory Assets Under Management | Advisory Fee |
| $1 Million – $5 Million | 1.00% |
| $5 Million – $10 Million | 0.75% |
| $10 Million – $15 Million | 0.50% |
| $15 Million and Greater | 0.45% |