"Providing Peace of Mind In Your Retirement"



1061 East Main Street Suite 203
Grass Valley, CA 95945


Direct: (530) 268-2400,Toll Free: (866) 783-2030


(530) 274-1421

Our Firm

At Synergy Wealth Management, we provide a comprehensive approach to managing all aspects of our clients' financial situations. By doing so, we can be objective in the critical areas regarding your life insurance and long term care planning, critical investment management, and income planning for your retirement, estate planning, and philanthropic decision making.

We recognize our clients' unique financial needs, risk tolerances, and goals change over time, and can demonstrate short and long term planning strategies which may improve investment results over time.  We also work closely with our clients to assist them in transferring money to loved ones, managing assets in trust funds and private foundations, and act as a sounding board to assist them in their own investment and planning research and decision making.

Our Services at Synergy Wealth Management LLC are designed to assist individuals, families, and business owners who seek unbiased advice and offer them tailored recommendations with regard to their investment management and wealth transfer strategies, and with a focus on protecting their wealth.

We differ from our competitors as we offer all-encompassing personalized, wealth advisory services providing personal attention to detail, through every step of the planning process.


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck