Live Fully & Leave a Lasting Impact
Your family is your greatest legacy. At Synergy Capital, we’re here to ensure that the wealth you’ve created not only supports your life today but also safeguards the future for your loved ones. Our personalized strategies help you build a lasting impact, giving you peace of mind that your family’s future is taken care of.
Wealth Management for Families & Individuals
Strategies Built Around You
At Synergy Capital, we have the flexibility to get more creative with our strategies because we’re privately owned. You work directly with us to build a plan that grows your wealth, protects your assets, and gives you the freedom to live a life of impact.
Protecting What Matters Most
We understand that your wealth represents years of hard work and dedication. Our approach ensures that your investments are secure and your future is protected, so you can focus on enjoying the life you’ve built with confidence and peace of mind.
A Partnership You Can Count On
As a boutique firm, we offer a level of personal attention and care that larger firms simply can’t provide. You’ll always have the peace of mind that comes from knowing your financial future is in the hands of people who are as invested in your success as you are.
Who We Work With
We typically partner with clients who have at least $1,000,000 in investable assets. This allows us to provide comprehensive planning that truly benefits your financial situation.
While this is our guideline, we do make exceptions for family members of current clients or those nearing the $1,000,000 mark with a commitment to grow their investments.