ABOUT

SYNERGIST WEALTH MANAGEMENT

At Synergist Wealth Management, we don't just help retirees, we help them retire well.

Can your account handle a down market?

The stock market, by definition, goes up and down. As a result, accounts invested in the stock market can drop. So, what it your account drops during retirement? Can it recover?

With this in mind, our firm helps protect your money. We use annuity and insurance products designed to Keep Your Principal Safe, we want you to retire well.