About Synergy Wealth Management

Our mission is to provide our clients with a partnership built on integrity, competence, confidentiality, and professionalism. We aim to understand the needs and circumstances of each client, take the time to get to know them and their families, and work together to develop a personalized plan that can fulfill their specific financial goals.

Led by Scott Swander, CRPC^®, President and Wealth Advisor, we focus on making sure our clients feel secure, informed and optimistic for the future. We frequently work with physicians, divorcees, small business owners, and retirees.

Our wealth management team is passionate about helping people and it goes beyond our professional lives. Outside of work, we are involved in giving back to our community, serving on various non-profit boards and supporting causes we strongly believe in.

Our financial advisors want to free our clients from the burden of financial planning through proper communication, and transparency, achieved from educating them on what is in their best interest. Our simple three-step educational process can help improve the financial fluency of any new client, regardless of their initial level.

If you are interested, book a complimentary consultation today! Our dedicated team is ready to assist you in your financial journey towards success.

_{CRPC conferred by College for Financial Planning.}