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Synergy Wealth Management, Inc
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Business description
Financial Planning, Wealth Planning for the Accredited Investor
Synergy Wealth Management Inc. is an independent firm, led by Scott E. Stooksbury.We specialize in working with the affluent and accredited investor with a unique approach and unique solutions while minimizing tax implications and risk. We collaborate and use the synergy of other financial, legal and tax professionals to assure the accomplishment of your most important financial and life goals. Being independent allows us to focus our energy and recommendations solely on you and your objectives without corporate influence.The process is begun by determining your unique financial and personal goals and assess what's important to you. Then, we make recommendations based on the information gathered and choose from many investment options to find the best mix that is suitable for you and you
General information
- Business Services Professional Services Management Consulting Services Financial Consultants
| Estimated number of employees: | 2 to 4 | |
| Annual sales estimate: | 0 | |
| City / suburb: | Kennesaw, GA | |
| County: | Cobb |
estate planning, health insurance plans, Financial Advice
Aviva, North American, Ing, Hartman, Allianz.
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