Scott Swander, CRPC®, President and Wealth Advisor of Synergy Wealth Management, brings over two decades of experience in the industry.
Scott aims to provide his clients with a partnership based on integrity, collaboration, and professionalism. He enjoys working side by side with his clients to design a customized roadmap, helping them feel informed, optimistic, and confident in their financial future.
Scott’s services are mostly catered to physicians, healthcare workers, divorcees, small business owners, and retirees. He values clear communication and providing proper education to create a plan that brings clarity to the retirement process. He offers financial planning, investment management, tax strategies, and income planning services across 11 states, including Florida, Colorado, Georgia, North Carolina, Kentucky, and Texas, and holds several licenses including the Series 7, 24 and 66.
His dedication to his profession extends beyond his work. He’s spent years on several non-profit boards, including a three-year tenure on the advisory board of Securities America Inc. Scott is also an active member the Financial Planning Association (FPA).
Scott practices a simple three-step educational process to ensure all his clients understand their financial plan and feel confident moving forward. In his spare time, Scott enjoys traveling, weightlifting, cooking, and spending time with his wife and two daughters.