Develop a long-term strategic plan —
a roadmap to your goals.

The output of the SynerG process is your Total Strategic Plan. Whether you want to build wealth, fund your children’s advanced education, protect your life savings, buy a second home, travel the world or simply retire with peace of mind, we can help.

As part of the SynerG process, we review the following areas of your financial life and account for each within your Total Strategic Plan.


Allocating, rebalancing and monitoring your investments to continuously maintain alignment with your needs and optimize for market conditions.

Retirement Planning

Developing a strategy for asset accumulation during your career, and retirement income planning with iPension for your retirement years.

Financial Planning

Creating tactics to fund each of your financial goals, including college planning, reaching or maintaining lifestyle goals, charitable gifting and others, in a tax-efficient manner.

Estate Planning

Guiding your decisions as it relates to tangible assets and directives for health and care as you age, while working with strategic partners as needed to ensure your plans are legally documented.

Insurance & Risk Management

Ensuring you have adequate coverage for both the expected and unexpected through our risk management services and Secure360 process.

Legacy Planning and & Giving

Protecting your wealth while empowering your loved ones and favorite organizations with structured gifting.

Strategic Planning

If you own a business, we can help to create a succession plan to sell or scale back as you transition into your ideal retirement lifestyle.

Personalized, transparent investment management

Your financial and life goals are the driving focus of all our services — including investment management. As stewards of your financial future, we are bound by the promise to serving your best interest as we work to:

  • Understand your goals and risk tolerance
  • Choose the appropriate investment vehicles through meticulous analysis and research
  • Customize an investment plan to fit your needs and timelines
  • Actively managing your assets to ensure you stay on track to meet goals