About

Why you should choose us?

• Built on a foundation of over 125 years combined experience in the financial planning industry.
• We are a TEAM! You can rely on the advisors and supporting team members to provide the best possible advice and service, with the goal of enabling you to achieve your financial goals and dreams with peace of mind.
• We are consistently ranked in various lists (Intra-company, Barron’s, Financial Times, Forbes) as top advisors in the industry*
• You have the right to a financial analysis, plan and outlook WITHOUT extra fees.
• *The CPAs on our team and the highly competent attorneys we work with will take a close look at your plans the first time at no additional cost to you. Together, we will create a synergistic plan for you.
• We have well-thought-out diversification, accumulation and distribution strategies to help you achieve the lifestyle goals you have in mind for yourself.
• We are here for YOU, we care about YOU and we have YOUR BEST INTEREST at heart. We operate with integrity, always.

Products and Services

• Investments and Income Planning
• Financial Planning
• Insurance and Annuities
• Advanced Wealth Planning

A disciplined and goal-oriented investment process

DISCOVER

• Understand your financial goals, obstacles and preferences
• Gather documentation
• Open dialogues with your accountant and attorney, if required

PROPOSE

• Develop a personalized financial plan
• Design an investment portfolio
• Create a schedule for briefings and reviews

IMPLEMENT

• Initiate your financial plan
• Phase in the investment and income planning recommendations
• Review forthcoming client statements

*MONITOR

• Evaluate your progress according to the plan
• Adjust the plan and investments when needed
• Inform you, your accountant and your attorney of notable developments
• Help you navigate timely options and opportunities

*Advisory accounts are monitored by registered Financial Advisors

* Securities America and its representatives do not provide tax advice

Areas of Focus:

• Retirement Income Strategies
• Wealth Preservation Strategies
• Investment Management
• Family Wealth Transfer Strategies
• Business Succession Planning

Finding Money For Dreams

Potential tax savings. More efficiently structured debt. Consolidating accounts to potentially reduce fees. A thorough review of your financial situation could result in more money for your dreams and goals. Contact us about creating a financial plan.

Working Together

Meeting with a financial advisor is an important first step. It’s an opportunity to get to know an advisor and share your goals and dreams. You’re under no obligation; your initial meeting with Syntegra Private Wealth Group will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps, or general strategies. While you won’t receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What To Expect

• Professional help in clarifying your financial goals and priorities
• Sound financial advice tailored to your investments objectives
• Accurate information about our tailored solutions, including risk, benefits and costs