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Our Story

Syntegra Private Wealth Group works with a broad range of clients to provide comprehensive financial planning, while bringing cooperation, synergy and integrity to every client relationship. We take a consultative approach to wealth and tax planning, which starts by meeting with you to learn about your financial goals, priorities and challenges. Then, we collaborate with you to develop a customized financial plan designed to improve your lifestyle today and provide the foundation for a sound retirement in the years ahead. Our team includes a licensed CPA, and we maintain extensive professional alliances with tax firms and attorneys who can help you address a broad range of specialized issues. In addition, we have access to a full suite of financial resources, so we can give you the experience and services you need to create a holistic, cohesive wealth plan. We are committed to making a difference in your life by giving you confidence that your financial future is carefully planned and prepared.

What We Stand For

What We Stand For

At Syntegra Private Wealth Group, we focus on people rather than just numbers. Our name, blending synergy and integrity, reflects our core values. Our success stems from a collaborative, intergenerational team that integrates diverse experience to address complex situations.

We are committed to exceptional service, ensuring prompt responses and personalized interactions through our dedicated support staff. Our priority is building deep client relationships, and we are proud to have recently surpassed $1 billion in assets, valuing client loyalty and connections above all else.