Synergy Financial Management, LLC

In today’s world of investing, risk characteristics and market forces are changing faster than ever before. What’s the solution? Synergy took this problem and started to unfold what was truly needed: We need a new framework to evaluate all the critical facts. We need an institutional and independent fiduciary process to integrate financial planning with investment management. From there, we built and refined a new process that delivers a better investment experience and solves today’s investing problems. WE CALL IT SAAM™.