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Products and Services

Products and Services

  • Investments and Income Planning
  • Financial Planning
  • Insurance and Annuities
  • Advanced Wealth Planning

A disciplined and goal-oriented investment process

DISCOVER

  • Understand your financial goals, obstacles and preferences
  • Gather documentation
  • Open dialogues with your accountant and attorney, if required

PROPOSE

  • Develop a personalized financial plan
  • Design an investment portfolio
  • Create a schedule for briefings and reviews

IMPLEMENT

  • Initiate your financial plan
  • Phase in the investment and income planning recommendations
  • Review forthcoming client statements

*MONITOR

  • Evaluate your progress according to the plan
  • Adjust the plan and investments when needed
  • Inform you, your accountant and your attorney of notable developments
  • Help you navigate timely options and opportunities


*Advisory accounts are monitored by registered Financial Advisors

Balancing Your Goals

Retirement, helping children or grandchildren with their education, caregiving, improving a home or enjoying travel and leisure pursuits: most of us have multiple financial goals. Deciding what to handle, when and how can be complex. Working together, we can prioritize your needs and develop strategies to help your meet those goals.

Areas of Focus:

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Family Wealth Transfer Strategies
  • Business Succession Planning

Finding Money For Dreams

Potential tax savings. More efficiently structured debt. Consolidating accounts to potentially reduce fees. A thorough review of your financial situation could result in more money for your dreams and goals. Contact us about creating a financial plan.

Working Together

Meeting with a financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with Syntegra Private Wealth Group will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps, or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, your should expect to get a sense of what it might be like to work together.

What To Expect

  • Professional help in clarifying your financial goals and priorities
  • Sound financial advice tailored to your investments objectives
  • Accurate information about our tailored solutions, including risk, benefits and costs

What To Bring

  • A list of any questions you have regarding your current financial situation
  • Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
  • A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals