SYNERGIST WEALTH ADVISORS

Overview

Synergist Wealth Advisors is an independent, LLC-structured registered investment adviser that concentrates on serving individuals and families. The firm operates as a capital allocator, blending direct portfolio management with the selection and oversight of outside managers when a client’s needs call for specialized expertise. Its advisory services span financial planning, portfolio management for individuals and small businesses, institutional portfolio work, and educational seminars — indicating a consultative model that mixes ongoing discretionary management with project-based advice. Investment activity shows a clear tilt toward public equities. Exchange-traded securities are the dominant building block in client portfolios, used for core exposure and liquidity. The firm is not positioned as an ESG-focused manager. Fee arrangements are flexible: percentage-of-AUM for discretionary relationships plus hourly and fixed-fee engagements for planning or advisory projects. Because Synergist is set up to place client capital into private offerings and to select third-party advisers, it functions both as a day-to-day manager and as a gatekeeper to outside or alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices