Proven Team Expertise. Exceptional Outcomes.

Synergy Wealth Management

We help you align your investments, taxes, protection, and retirement strategies under one roof — with a transparent, holistic approach you can trust.

Our Disciplines - What we do

Welcome to Clarity

Your Trusted Financial Partner for Life

At Synergy Wealth Management, we bring clarity and coordination to your financial life. From investments to tax preparation and retirement planning, our team delivers transparent guidance and a holistic approach — designed to give you confidence in every season of life. When you call, we call you back. When you need us, we’re here.

Our Disciplines

Explore our wide range of legal practices, from personal injury to corporate law. Our experienced team delivers tailored solutions with dedication and expertise.

01.

Financial Planning

You can’t make sound financial decisions without a plan. We lead with a comprehensive, visual planning process that runs what-if scenarios and tests outcomes systematically — so your future is built on clarity, not guesswork.

02.

Wealth Management

Clear, transparent investment oversight tailored to your goals, not Wall Street’s agenda.

03.

Tax Planning Integration

Taxes touch every decision. We connect your investments and income strategies with proactive tax planning to maximize after-tax results.

04.

Tax Preparation & Filing

Accurate returns, prepared with a planner’s mindset, ensuring compliance while reinforcing your long-term strategy.

05.

Insurance & Risk Management

Life, extended care, and income protection solutions designed to support the financial plan — not just sell a policy.

06.

Estate & Legacy Coordination

Your wealth should live beyond you. We align your plan with estate strategies to transfer assets efficiently and according to your wishes.

07.

Compliance & Accountability

We do what we say. Every plan and recommendation is documented, reviewed, and monitored with regular required check-ins.

08.

Client Service Promise

We call you back. We follow through. Trust is built through action, and our service standard is built to prove it.

What our clients say

coming soon in compliance review

Have a Question?

Find answers to common questions about financial planning, investment management, and tax services when working with our firm.

What types of services does Synergy Wealth Management provide?
How do I schedule a consultation?

To get started, simply email our service team at info@synergywealth.us and we’ll help you schedule a time. While our professional time is compensated, we do offer an initial fit meeting at no cost. This allows us both to determine whether Synergy Wealth Management is the right partner for your needs before moving forward.
What should I bring to my initial consultation?

When you schedule, we’ll send you an onboarding packet to help organize the basics. The most important thing to bring is honesty and openness — we’ll work hard to earn your trust, but transparency on both sides is the only way to know if we’re truly a good fit.
How much do your services cost?

Our fees are flexible and tailored to your situation — from flat annual planning arrangements to percentage-based investment management, or a combination in between. We define the relationship together before moving forward, so you’ll always know exactly how you’re being served and what it costs.
How long will my case take?
Do you only work with clients in Texas?

We are registered in Texas and expanding quickly. In some cases, we can also work with clients in other states where permitted by law. If you’re outside Texas, email our service team and we’ll let you know if we’re able to work with you today — or when we expect to be able to.
How often will we meet?

It depends on the engagement, but our approach is simple: we meet as often as needed to move your plan forward. Some seasons of life require more, others less — and we adapt with you. What you won’t get here is a “set it and forget it” relationship. You’ll hear from us proactively if opportunities or risks arise, and you’ll always know where your plan stands.
Will you take on anyone as a client?

No. Our time together should be productive and purposeful. If we’re not the right fit, we’ll be honest with you. And if we are, you’ll know it right away.

People often worry about firm minimums, but that’s not what we worry about. What matters most is whether the relationship is a win-win. Sometimes that’s built around assets under advisory, sometimes around planning fees, and sometimes a mix of both. The model isn’t the point — the fit is. If we can add real value and you see the benefit, that’s the green light to move forward.

We can help

At Synergy Wealth Management, our mission is simple:
to deliver transparent, holistic financial guidance that brings all the pieces of your financial life together.

We don’t guess — we test. Our planning-first approach runs what-if scenarios so you can visualize your financial future with clarity and confidence.

Whether it’s investments, taxes, insurance, or retirement, our team’s goal is to create a process where you always know:

Where you stand today
What’s possible tomorrow
And how we’ll get there together

Because the real measure of success isn’t beating a benchmark — it’s helping you achieve the outcomes that matter most in your life.