Synchronized Wealth Management

With over 20 years’ experience in the financial services industry, our team provides synchronized wealth management solutions to high net worth clients and their families with minimum investable assets of $250,000*.

Our comprehensive approach addresses every aspect of our client’s personal financial picture including:

• Taxation

• Estate planning

• Insurance solutions

• Charitable giving options

• Personal and corporate investment management

* Although our services are typically reserved for high net worth clients, we will consider newer professionals or business owners with high incomes looking to establish early financial planning relationships.