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Investment Planning

Investments designed for long-term growth

At Synergistic Wealth Management, our investment philosophy is “simplicity is the ultimate sophistication.” We use a dividend growth/ dividend aristocrat portfolio and lean on our heavy background in fixed income and institutional money markets. From investment planning to corporate 401(k)s and benefits packages for business owners, we have the expertise and experience to guide you appropriately.

Our investment approach helps to minimize risk. 

Managing risk is one of our most important objectives in investment planning. We value the trust you put in us as your fiduciaries, and we work every day to give advice that provides growth opportunities while balancing risk. When advising you, we consider your overall financial picture. Carefully analyzing your assets, we eliminate investments that overlap, and we carefully monitor your portfolios. Our strategies focus on developing portfolios designed to balance a wide range of objectives.

Investment services

  • Discretionary and non-discretionary investment strategies 
  • Liquidity management
  • Risk management
  • Alternative investments
  • Professionally managed accounts
  • Market-linked investments 
  • Hedging strategies

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