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Syntegra Private Wealth Group

We work with a broad range of clients to provide comprehensive financial planning, while bringing cooperation, synergy and integrity to every client relationship.

Stay Cool

Easy for us to say, right.  As the temps have dropped about 20 degrees in our area (refreshing indeed), we are reminded of that common phrase this Summer, “Stay Cool”.

As you would expect, we find rationale to apply this same phrase to our investments.  It seems there has been plenty of heat thrown at us given the series of events and reactions year to date.  What we have experienced in every situation we are aware of, is that markets recover, and we achieve a meaningful average rate of return over time.  Yes, some days, weeks, months, years are better than others, however, it is our responsibility to manage your money to meet your immediate, intermediate and longer-term objectives.  We don’t take that responsibility lightly.

While we work diligently on your behalf, don’t let the “heat” wear you out.  Case in point, in the event you were doing your best to avoid paying too much attention to account balances in this period of volatility, there’s a sneaky rally taking place in the last 30 days.  This isn’t the first time we have seen quite negative investor and consumer sentiment while simultaneously observing a positive market rally.  Staying the course can make a significant difference.  A moderate allocation is the allocation most often used with our retirees.  Clearly there are ups and downs that cause concern while we are down, however, even a Moderate portfolio can meet income needs for a long time, providing we don’t let volatility wear us out or scare us away.  The more aggressive accounts are demonstrably better for long term returns, proving that even aggressive investors should stay cool.

Our message is to remain invested in the portfolio designed to meet your individual needs as we look for opportunities in the future to get back on a growth track.  As always, we welcome the opportunity to review risk tolerance and needs for income or asset purchases.  We also want to thank you for your referrals.  We are very grateful for the flood of referrals you have provided this year.  We appreciate you thinking of us as a resource for your friends, co-workers, neighbors, and family.

Take good care and stay cool.

Announcing Forbes Best-In-State Ranking 2022!

Announcing Forbes Best-In-State Ranking 2022!

Please join the Syntegra team in congratulating our founding partners, Tom Burke & Jeff Fiehler, on being named to the Forbes Best-In-State Wealth Advisors ranking for 2022!!

"The talent of success is nothing more than doing what you can do well; and doing well whatever you do..."  Henry Wadsworth Longfellow   This quote sums up the careers of both Tom and Jeff.  Our team is so proud to have you as our leaders, and we couldn't be happier for you.

Congratulations on your well-deserved success!

Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews, compliance records, revenue produced and more.

View 2022 Best-In-State Wealth Advisors Ranking Here

Why you should choose us?

  • Built on a foundation of over 125 years combined experience in the financial planning industry.
  • We are a TEAM! You can rely on the advisors and supporting team members to provide the best possible advice and service, with the goal of enabling you to achieve your financial goals and dreams with peace of mind.
  • We are consistently ranked in various lists (Intra-company, Barron’s, Financial Times, Forbes) as top advisors in the industry*
  • You have the right to a financial analysis, plan and outlook WITHOUT extra fees.
  • *The CPAs on our team and the highly competent attorneys we work with will take a close look at your plans the first time at no additional cost to you. Together, we will create a synergistic plan for you.
  • We have well-thought-out diversification, accumulation and distribution strategies to help you achieve the lifestyle goals you have in mind for yourself.
  • We are here for YOU, we care about YOU and we have YOUR BEST INTEREST at heart. We operate with integrity, always.

* Securities America and its representatives do not provide tax advice.

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