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.
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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.
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.
Investment Management
Retirement Planning
Income Planning
Tax Planning
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Designations
Certified Financial Planner®
All CFP® professionals commit to CFP Board to act as a fiduciary, and therefore act in their client’s best interests at all times when providing financial advice.
Chartered Financial Consultant®
ChFC® professionals are experienced financial advisors who have educated themselves to develop strategies customized to your specific needs.
Chartered Life Underwriter®
A CLU® specializes in the complexities of: Life insurance products and strategies, Risk management, Estate planning, Insurance for business owners and professionals, Employee benefits, and more.
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.
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