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.