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The Intersection of Tax & Wealth

If you're feeling uncertain about your retirement, Synergy's personalized planning is the next logical step. Click the link below to schedule your free consultation.

Getting Started

About Synergy

Synergy Wealth Management is a tax-centric investment management and financial planning practice. By combining the rigor of a CERTIFIED FINANCIAL PLANNER® professional with the status of an Enrolled Agent—the highest tax credential awarded by the IRS—I weave sophisticated tax strategies into every facet of your financial life. From investment management to income and charitable giving, I proactively aim to minimize your lifetime tax liability so you can keep more of what you’ve built.

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Schedule an appointment.

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Allow us to create a customized plan.

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Let’s execute the plan together.

What Clients Say About Us

This testimonial was provided 04/11/2026 by current clients of Synergy Wealth Management, LLC, and may not be representative of the experiences of other clients. The client was not compensated, nor are there material conflicts of interest that would arise from a familial or personal relationship that would affect the given testimonial. Stratos Wealth Advisors, LLC is a registered investment adviser. Stratos Wealth Advisers, LLC and Synergy Wealth Management are separate entities.

We are very happy to be working with you in your new role/company. As you know, we moved with you from your former position at Vanguard to your new company in part because we had been impressed with your experience and knowledge, and didn’t want to lose that. We have not been disappointed!! While you are very knowledgeable about investments, retirement and associated concerns that we have, on the occasions that you need, you seek out further input and information to educate yourself and us about the question or concern. We respect that. Your availability and responsiveness (especially with our busy lives) has been a good fit for us. I believe that we get a timely response by email or phone every time. We are extremely comfortable with you and appreciate that in continuing to develop a relationship with you that you have been able to provide a high level of personalization with our financial investment strategy and planning. I will also point out that you have brought things to our attention in our financial planning that we had not considered. I’m specifically noting that suggesting the DAF contribution in 2025 (which really my accountant should have brought to our attention and did not!) has been a very impactful decision for us.

C.B.G.

Ron, Chuck and I are thrilled beyond measure with your attentiveness, level of expertise and service. You assisted us with our Vanguard funds for years and we followed you because your guidance, knowledge and prompt response is world class. Thank you for assisting us every step of the way with your superior help and personal service!

Cheryl

Designations

What I Do

Synergy Wealth Management brings order to your financial life by integrating disciplined investment management with specialized tax strategies across our services. I simplify the complex, aiming to optimize your portfolio for potentially better risk-adjusted returns and greater tax efficiency. My mission is to provide the clarity and professional oversight you need to pursue your life goals with confidence.

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Enrolled Agent

An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.