SYNERG

Our dynamic process of collaborative expertise powered by the SharpePoint Groups.

Building Your Total Strategic Plan

Our Sales Process is the Proprietary System of SynerG, unique only to SharpePoint.  Our Client Concierge partners with our Clients to move them through each step of SynerG, in a defined and systematic time frame, providing access to Specialists and Services with the common goal of Unity.  The Concierge acts as a guide through the Commonwealth Suite, leaving no stone unturned in the SynerG Process.

Through this process, our team arrives at the right planning and strategy recommendations for you. We look at the whole picture, providing a total strategic plan that encompasses all the essential elements that allow you to build and preserve wealth. 

Phase 1: Design your total strategic plan

We will seek to understand your unique scenario and design a plan that meets your needs.
  • Understanding Objectives
  • Gathering Data
  • Investment Analysis
  • Tax Analysis
  • Risk Analysis
  • Arrive at Core Strategies

Phase 2: Implementing your total strategic plan

We will educate you on the core strategies and solutions in your plan before implementation.
  • Asset Preservation
  • Tax Planning
  • Financial Planning
  • Investment Management
  • Risk Management
  • Estate and Legacy Planning

Phase 3: Committed to your total strategic plan

We will monitor your plan with regular checkpoints for formal review and adjustments.
  • Research
  • Investment Allocation
  • Portfolio Monitoring
  • Client Review
  • Tactical Changes and Adjustments

Protecting Life Well-Lived

with CLARITY | CONFIDENCE | COMMITMENT