Synergy Wealth Management

  • Investment Bank/Securities Brokerage
  • Grand Rapids MI
  • 18 employees
  • Investment Management
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Company Overview

Headquarters
660 Cascade West Parkway SE Suite 250, Grand Rapids MI
Website
synergywm.com
Phone
(616) 285-7818
Employees
18
Founded in
2012
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 56 Companies
NAICS Code 561 Companies
NAICS Code 56111 Companies
NAICS Code 561110 Companies
NAICS Code 5611 Companies
SIC Code
SIC Code 736 Companies
SIC Code 87 Companies
SIC Code 874 Companies
SIC Code 73 Companies
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Financials & Stats

Revenue

$1B

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Who is Synergy Wealth Management

Synergy Wealth Management, LLC is a financial services firm based in Grand Rapids, United States. It is a company with 18 employees that generates $872,000 in annual revenue. Synergy Wealth Management provides clients with comprehensive financial services, with a focus on investment management. They aim to help clients understand the financial industry and its impact on their investments and financial goals. The firm emphasizes transparency and education, stating they strive to provide unbiased advice and a cost-effective approach to minimize potential conflicts of interest. What sets Synergy Wealth Management apart is its commitment to educating clients and guiding them in navigating the complexities of the financial world. Clients are encouraged to actively participate and learn about the workings of financial portfolios. Additionally, the firm offers a unique value proposition in identifying and demonstrating the "hidden costs" within investments. Interested in learning more or scheduling a review? Reach them at 616-285-7818, or visit the Synergy Wealth Management website at www.synergywm.com.

Company Leadership

Fred Iacovoni

Managing Principal

Phone Email
Scott Swander

Owner/President

Phone Email

Synergy Wealth Management Industry Tags

Investment Management
Retirement Planning
Estate Planning
Financial Planning
Investment Bank/Securities Brokerage
Management Investment
Open-ended
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Synergy Wealth Management Tech Stack

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FAQ

What is the location of Synergy Wealth Management's headquarters?
The headquarters of Synergy Wealth Management are situated at 660 Cascade West Parkway SE Suite 250, Grand Rapids MI
What is Synergy Wealth Management's phone number?
Synergy Wealth Management's contact number is (616) 285-7818.
What is Synergy Wealth Management's official website?
The official website of Synergy Wealth Management can be found at synergywm.com.
What is Synergy Wealth Management's current revenue?
As of October 2016, Synergy Wealth Management's annual revenue reached $1B.
How many employees does Synergy Wealth Management currently have?
Synergy Wealth Management employs approximately 18+ people as of October 2016
Which industries is Synergy Wealth Management primarily operating in?
Synergy Wealth Management operates in the following industries: Investment Management
Who is the Managing Principal of Synergy Wealth Management?
Synergy Wealth Management's Managing Principal is Fred Iacovoni
What are Synergy Wealth Management's industry tags?
Synergy Wealth Management's industry tags include: Investment Management, Retirement Planning, Estate Planning
When was Synergy Wealth Management founded?
Synergy Wealth Management was founded in 2012.

Employee Directory

Key Employees

Ryan Huyser

Financial Advisor

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Gloria Dowiak

Vice President, Retirement Planning

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