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INVESTMENT MANAGEMENT

We employ a disciplined investment strategy that prioritizes long-term results. We carefully assess our clients' risk tolerance and align it with their investment objectives.  
 

Doing Jigsaw Puzzle

Asset allocation and sub-allocation

We aim to create an investment portfolio that aligns with your goals by using the appropriate mix of investments.


Asset location
Strategically holding investments in the various account registrations to increase your after-tax returns.

Tax efficient investing
By using asset location and other factors helping you to increase your after-tax returns and keep more of what you earn.

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Tax Loss harvesting
Harvesting losses throughout the year to offset capital gains taxes over your lifetime.

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Monitor
Keep track of the positions and determine if they need to be replaced.

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Rebalance
Seek to realign your portfolio to its target asset allocation periodically to manage risk in the portfolio. 

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Discipline
Staying invested during market downturns, sticking with your investment strategy through a full market cycle, and avoiding the temptation to time the market.

Synergy White Logo

10,000 Lincoln Drive East, Suite 201
Marlton, NJ, 08053
Phone: (856) 562-8800

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STRATOS FORM CRS

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​​​Privacy Policy

Accessibility Statement

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Investment advice offered through Stratos Wealth Advisors, LLC, a registered investment advisor. Stratos Wealth Advisors, LLC and Synergy Wealth Management are separate entities.

 

The Synergy Wealth Management site is limited to the dissemination of general information pertaining to its services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Synergy Wealth Management web site on the Internet should not be construed by any consumer and/or prospective client as a solicitation by Synergy Wealth Management to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

 

The Synergy Wealth Management's website and its associated links offer news, commentary, and generalized research, and should not be construed as personalized investment advice.
Past performance is not necessarily indicative of future results and there is no assurance that the investment objective will be achieved or that the strategies employed will be successful. All investments involve risk including loss of principal and unless otherwise stated, are not guaranteed.


The contents of the Site may contain forward-looking statements that are based on The Synergy Wealth Management’s beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy. Statements and views are subject to change without notice. These statements are not guarantees of future performance and involve certain risks, uncertainties and assumptions that are difficult to predict with regard to timing, extent, likelihood and degree of occurrence. Therefore, actual results and outcomes may materially differ from what may be expressed or forecasted in such forward-looking statements.

 

Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended Stratos), will be profitable or equal any historical performance level(s). Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). If you have any questions regarding the information on this website, please consult with your financial advisor.  No strategy assures success or protects against loss.

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Fidelity Investments® (“Fidelity”) is an independent company, unaffiliated with your advisor. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by your advisor and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1171392.1.0

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