Our Process is the Proprietary System of SynerG, unique to SharpePoint. Our Client Concierge partners with our Clients to move them through each step of SynerG, in a defined and systematic way, providing access to Specialists and Services with the common goal of financial strength. The Concierge acts as a guide through the Suite of Services, 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.