"Providing Peace of Mind In Your Retirement"

CONNECT

Address:

1061 East Main Street Suite 203
Grass Valley, CA 95945

Phone:

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

Fax/Other:

(530) 274-1421

Our Mission Statement

“Everyone is looking for the perfect investment. We all want an investment that combines an unbeatable income stream with outstanding long-term growth and absolute safety.

Unfortunately, that is not how the financial world works. No one investment has it all... that is a solid indisputable truth!  In the real world, investors must make compromises. A stock may give up safety for the possibility of rapid growth, while a bond may mean lower income for the sake of safety.

At Synergy Wealth Management, we use both technical and fundamental analysis in our research and decision making. Placing greater reliance on fundamental analysis allows us to determine a more true intrinsic value of the investment alternatives available to investors, before we consider recommending them to our clients.

This philosophy ensures that only the highest quality investment opportunities with sustainable business models are worthy of our investors. ”

While the decade of 2000 - 2010 is known as the lost decade when it comes to the investment markets and stock indexes, since December of 1999, our philosophies and resulting actions to planning for everything from our children's higher educations to our retirement have been turned upside down.

If you feel your financial advisor or planner has not kept in touch with you as closely as you desired, or even worse, not managed the assets you placed in his/her care to your expectations, feel free to contact my office either through this e-mail system or by calling the number on this site.

After 29 years of assisting my clients with their comprehensive personal financial affairs from insurance planning and daily investment management, to assisting in planning for retirement, managing assets in retirement, to preparing effective estate planning solutions, I would be more than happy to personally sit down with you on a no obligation basis to help you review your current portfolio in whole. Here we help you identify your true current expenses, and truly look into the asset allocation of your total portfolio. And after a thorough review, assist you in understanding exactly where you are invested, to help you identify if your current planning and portfolio are consistent with your current goals and retirement aspirations.

I look forward to hearing from you and wish you the best.       

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