Who We Serve

At Synergy Capital, we are dedicated to serving Colorado’s municipalities and successful private business owners. Our tailored financial strategies are designed to meet each group’s unique needs, ensuring security, growth, and peace of mind.

Special Districts

We partner with special districts across Colorado, providing them with the financial expertise needed to secure their community’s future. These special districts manage essential public services and infrastructure, and our goal is to help them maximize and protect their large cash reserves through government-backed investments, ensuring interest income stability, predictable returns, and PDPA compliance.

Towns

We work closely with town managers and finance directors to optimize financial resources for local projects and services. Our strategies focus on supporting small-town infrastructure, community initiatives, and long-term planning, ensuring that towns can maintain their unique character while fostering economic growth and stability.  We do all this while strictly adhering to Colorado’s PDPA guidelines.

Private Business Owners

We provide tailored financial strategies to successful private business owners, helping you achieve your personal and business goals. Whether planning for business succession, managing wealth, or securing a legacy, we offer the expertise and guidance needed to navigate your financial journey with confidence.