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 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:
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.
Happy belated New Year; we hope you and your families had a wonderful holiday season. Thank you for your patience during the stock and bond market challenges we faced in 2022 and 2023. Despite the hurdles, a late year-end rally brought about positive outcomes, making last year a positive year in equity and bond markets. Since it took all year to get to a positive outcome, we want to remind our clients to stay diversified and stay balanced, according to your financial needs and risk tolerance. Of course, we are here to help guide you through that.
As we step into the new year, our commitment to enhancing the quality of your holdings remains steadfast. Some, not all, analysts are predicting a slight recession in 2024. It's important to note that this rhetoric has persisted for two years without a recession. Fortunately, our strategic allocation proved resilient and ended up positive last year. In addition to being positioned in appropriate equity and bond holdings, another bright spot is money market rates paying over 5%. For our retirees taking income, the high yielding Schwab Money Market Fund contributed to overall portfolio performance without adding additional risk. Many of you, retired or not, contributed additional dollars into your accounts to earn the higher money market rate. That opportunity still exists for those of you who have excess cash in your savings or checking accounts. While the future remains uncertain, it's crucial not to be swayed by market volatility. We've navigated challenges successfully before, and our focus on prudent investment strategies will continue to guide us through potential volatility.
Other things happening at Syntegra:
Please make note, due to the TD Ameritrade / Charles Schwab transition, each client who had accounts prior to September 1, 2023, will receive two sets of tax documents for 2023. Please ensure that your tax preparer is aware that you will be receiving tax documents from both TD Ameritrade and Charles Schwab. The tax forms from TD Ameritrade will include pre-conversion reportable activity and the tax forms from Charles Schwab will include post-conversion reportable activity. Please click here for further information regarding tax form availability. It is important to understand that the nuance of receiving tax documents from both Schwab and TD Ameritrade is a result of Schwab's acquisition of TD Ameritrade. This transition had no impact on the dedicated support provided by your advisor or our client support team here at Syntegra. We still have all the proper tools for portfolio analysis, tax analysis, insurance needs analysis, estate planning conversations, and adjustments to meet your needs. The Syntegra client portal is still the best place to view all your accounts, secure documents, and financial plans. You can access your Syntegra portal anytime through our website.
Note to Business or LLC Owners:
At Syntegra, we want to make sure we bring to your awareness any issue that could impact your financial health. As such, we want to let you know that you and your business may be subject to new filing requirements through FINCEN regarding the Corporate Transparency Act and Beneficial Ownership Reporting. As this is a legal matter, we cannot give you specific advice or assist you with the filing process. We are, however, bringing this to your attention and providing resources to assist you. The penalties for non-compliance are significant. You may find information and FAQs at the following links: for Small Entity compliance click here and for FAQs, click here. Please review these links to learn if you have a filing obligation and how to fulfill that. If you need additional assistance, we recommend contacting legal counsel.
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 good and talk soon!
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.
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.
* Securities America and its representatives do not provide tax advice.