Who is Synergy Investment Services?

Our firm is a division of Synergy Bank, a community bank that has been serving clients and their families since 1998. We strive to instill in our clients the same level of trust and care that they have come to expect from the Synergy family. Our independence allows us to deliver objective advice focused solely on your needs and values.

Synergy Investment Services is a full-service, strategic wealth management firm. We are led by an experienced advisor with a mission to provide exceptional client service and a high-touch investment approach.

Synergy Investment Services specializes in total integration. We believe that investors deserve comprehensive strategies that align every area of their financial life. By uniting the goals you hope to achieve with your Synergy advisor and other professionals, we empower you to focus on accomplishing the things you value most. Contact us today to get started.