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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.

Syntegra Private Wealth Group is growing - would you like to join us?

Syntegra Private Wealth Group continues to experience growth, recently crossing the threshold of $1 Billion assets under management.  We are seeking bright, motivated individuals who can contribute to our growing team of professionals in the following areas:


Client Service Specialist

Responsibilities

  • Opening and maintaining client accounts
  • Responding to client queries and requests via phone and email
  • Maintaining detailed record of client data, correspondence, advisor calendars and other records

Requirements

  • Excellent knowledge of customer relationship management best practices and attention to detail
  • Strong multitasking and organizational skills
  • Exceptional professionalism and time management skills


Certified Public Accountant (CPA)

Responsibilities

  • Preparation and filing of corporate and personal tax returns
  • Producing complex financial models for integration into decision-making processes
  • Ongoing review of materials and communication tools to ensure meeting compliance requirements

Requirements

  • CPA certification is a requirement
  • Bachelor’s degree in accounting, finance or related field
  • Outstanding tax knowledge of local, state, and federal regulations


If you would like to learn more about joining our team, please send your resume to lisaw@syntegrapwg.com.

 

Securities offered through Securities America, Inc. (SAI) member FINRA/SIPC. Investment advisory services offered through Syntegra Private Wealth Group, LLC. (SPWG). SAI is separately owned and other entities and/or marketing names, products or services referenced here are independent of SAI.

Syntegra - 2Q 2024 Newsletter 

We hope you and your families have had a great start to the year, as we have had here at Syntegra. We wish you all the best in the Spring Season.

All clients should have received the appropriate TD Ameritrade and/or Schwab tax forms. If you are in doubt, please do not hesitate to contact us at 314-802-7232.  We are pleased to ensure you have all the documents you need.

As we progress into the new year, our focus remains on proactive, comprehensive financial planning.  We can cover a broad range of topics to help you.  Estate planning, Social Security and Medicare planning, cash flow in retirement planning, wealth accumulation and diversification planning are typically at the top of the list.  We are also proactively managing portfolios to capitalize on market opportunities while also mitigating potential risks in alignment with your unique risk tolerance. We continue to observe a broad spectrum of analyst forecasts within the market and believe we are well positioned in the current economic climate. In this dynamic environment, diversification remains paramount, serving as a crucial strategy to effectively manage risk.  We are also proactive in managing tax implications.  Why? Tax efficiency and proactive tax planning can add significantly to a portfolio return.

Aside from maintaining suitable equity, bond and alternative allocations, another positive aspect in this market is the opportunity presented by money market rates, currently exceeding 5%. The high yield offered by the Schwab Money Market Fund has enhanced cash reserve yields for those who parked excess cash there. Many of you have capitalized on this opportunity by allocating additional funds into your accounts to benefit from the elevated money market rates. For those who still have surplus cash in savings or checking accounts and wish to have short term liquidity, the option to take advantage of this opportunity remains available.  Should we use these high yielding money markets for long-term portfolio allocations?  Perhaps, depending on your risk tolerance.  However, other asset classes are likely to produce better yields and returns over a 3+ year time horizon.  Investors are currently enamored with the risk-free 5+% money market funds currently offer.  Keep in mind this asset class, money markets, has typically been one of the lowest performing assets classes over time.  Parking short term money in this space is great.  There are likely other opportunities to achieve yield and even growth in a diversified portfolio as the Fed has implied that these short-term rates are likely to come down this year.

We are starting to get questions on how the upcoming election will affect stock and bond portfolios. Click here for a piece from BlackRock discussing this topic. The key message is this, there is no empirical evidence that you should manage a portfolio allocation around anticipated election result.  This neutral piece makes that clear.  We look at the economic climate, corporate earnings guidance, inflation, and interest rates to determine where to position a portfolio.  As always, we pay close attention to the data, business climate outlook (company earnings), and economic expectations.  As we have done in the past and even year-to-date, if there are adjustments to make based on that information, we will make them.  Despite the media effort to get you riled up for your favorite candidate and/or against your least favorite candidate, remain calm with your portfolio.

Lastly, we remain dedicated to collaborating with you on all aspects of your financial well-being, including investments and income planning, financial planning, insurance and annuities, as well as advanced wealth planning.

Be well and talk soon!

Please enjoy this recent article about the Syntegra team!

Please enjoy this recent article about the Syntegra team!

We Built This

As Syntegra continues to grow, founders Tom Burke and Jeff Fiehler celebrate the firm’s stellar advisors, staff, and—above all—clients.

By Whit Hill

Warmth. Communication. Relationships.

When asked about Syntegra Wealth Management, founders and financial advisors Tom Burke, CFP®, ChFC®, APMA®, and Jeff Fiehler, APMA®, inevitably find themselves talking less about numbers and more about people.  That's because a deep humanism and a belief in the power of the integrative mind have fueled the firm's extraordinary success since its inception in 2022.

"Jeff and I - along with the entire team - thought long and hard about the name we chose," Tom recalls. "The Syntegra name, first suggested by Terry Moyers, APMA®, is a blending of our core values: synergy and integrity, always. This has proven to be a steady guide." The firm's people-centered philosophy infuses every team meeting, every client interaction, adds Jeff. "Our success relies on the strength and diversity of our team, the trust we've built with our clients, and the friendly office environment which enables our best work."

Syntegra's ten financial advisors are proudly intergenerational, ranging in age from 20s-60s and holding a wide variety of professional designations. They are buoyed by a positive, collaborative spirit as they work together on clients' behalf. If a client is confronting a complex tax issue, for example, their advisor can pop into the office of fellow advisor Sarah Burkemper, CFP®, CPA whose tax expertise is a huge asset to everyone. "There are many opportunities to integrate tax planning with our clients' investment goals," says Sarah. "Our clients benefit when we can pull tax strategies into their overall plan; I love working with the team to uncover and implement those strategies."*

"I couldn't ask for a better staff and better advisors to work with," adds Terry, the firm's newest partner. "This environment supports my personal mission: to do good things for good people."

The Syntegra staff works tirelessly to provide clients with white-glove service. Calls are answered quickly or immediately returned. Problems are solved, promises kept, birthdays remembered. The firm's eight-person support staff, headed by the calm and confident Lisa Witt, includes experts in everything from client service to data analysis to trading and integration. "Everyone is united in their desire to make every client interaction warm, positive, and effective." says Jeff.

"To be honest, what we do here is about a lot more than money," adds Tom. "At the heart of this place are the personal relationships that develop between client and advisor.  We hear what's going on in their lives, celebrate with them, console them during hard times. Our clients often tell us they cherish that connection. We do too."

Some firms may measure success in dollar amounts, but, says Tom, "the fact that Syntegra recently crossed over to $1 billion in assets is simply a testament to the hard work of our advisors and staff. What's truly important are the clients who have joined us on this journey, and whose friendship and loyalty mean the world to us. They are the reason we do this important work. We're so grateful to them."

*Securities America and its representatives do not provide tax advice, therefore, it is important to coordinate with your tax advisor regarding your specific situation.

Securities offered through Securities America, Inc. (SAI) member FINRA/SIPC. Investment advisory services offered through Syntegra Private Wealth Group, LLC. (SPWG). SAI is separately owned and other entities and/or marketing names, products or services referenced here are independent of SAI.

Syntegra co-founders Tom Burke and Jeff Fiehler have a message for Syntegra clients: As our company grows, let's never forget: we're building this firm together.
<strong>Tom Burke and Jeff Fiehler Named to </strong><strong>Forbes 2023 Best-In-State Wealth Advisors</strong>

Tom Burke and Jeff Fiehler Named to Forbes 2023 Best-In-State Wealth Advisors

Syntegra Private Wealth Group is pleased to announce our owners, Tom Burke and Jeff Fiehler have been named to the 2023 edition of the Forbes Best-In-State Wealth Advisors. 

With all the recent uncertainty and recession fears, the steady hand of a seasoned wealth advisor is more important than ever.  This listing represents those advisors who have a track record of success over time.

The Best-In-State Wealth Advisors rankings are compiled by SHOOK Research. Achieving this recognition is an honor that symbolizes high ethical standards, quality of service and success in business.  These accolades reflect both Tom and Jeff's dedication, drive and commitment to making a difference in the lives of our clients. 

We are honored to have Tom and Jeff representing our team.  We hope you will join us in congratulating them on this accomplishment.

-The Forbes/SHOOK Best-In-State Advisors list spotlights more than 4,000 top advisors across the country. Each advisor was nominated by their respective firm, then vetted and ranked by SHOOK Research.   SHOOK Research evaluated candidates on five criteria:  in-person interviews, industry experience, compliance records, revenue produced, and assets under management.  The award may not be representative of any one client’s experience.  The award is not indicative of the investment advisor’s future performance.  The advisor does not pay a fee to be a recipient of the award.

-The Forbes/SHOOK Best-In-State Advisors

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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