Synergy ConsultancyThree practices.
One team pulling in the same direction.
We run financial advisory, investment management, and estate transfer out of the same office, with the same clients, on the same file. Nothing gets planned in one room and undone in another.
Three practices. No separate paperwork.
Most advisory firms hand you off between specialists who've never spoken to each other. Synergy keeps the same three people — your advisor, your portfolio manager, and your estate lead — on one file for as long as you're a client.
Financial Advisory
The day to day planning: what you're earning, what you owe in tax, what retirement actually costs, and how your goals shift as life does.
- Retirement & income planning
- Tax-efficient structuring
- Risk & insurance review
- Goal-based financial roadmaps
Investment Management
We manage the portfolio itself — how much risk it carries, how long it needs to last, and how much cash you need to keep on hand.
- Discretionary portfolio management
- Equity, fixed income & alternatives
- Ongoing rebalancing & reporting
- ESG & values-aligned mandates
Estate & Inheritance Transfer
When it's time to settle an estate or move assets to the next generation, it's handled by people who already know the portfolio and the family.
- Estate & probate settlement
- Trust administration
- Beneficiary & inheritance advisory
- Cross-border asset transfer
One plan, checked from every side before it moves
Discovery
We sit down and get the whole picture — what you own, what you owe, who depends on you, and what you're actually trying to get to.
Coordinated strategy
The advisory, investment, and estate pieces get built in the same room, so a tax move this year doesn't quietly undercut a transfer plan five years out.
Active management
Your portfolio gets rebalanced as conditions change, and you get plain-English reporting on whatever schedule works for you.
Transfer & continuity
When the time comes, it's the same team that built and managed the plan — not a new firm your family has to bring up to speed — that settles the estate.
Plans built separately tend to fall apart right when they're needed most.
A portfolio built without the estate plan in mind can leave a family with a tax bill nobody expected. A trust drafted without the portfolio manager's input can end up holding assets it was never designed to hold. We avoid both by keeping one file, one client, and one plan across all three teams.
“Before Synergy, our portfolio, my parents' estate, and the kids' trust were three separate headaches with three separate people. Now it's one phone call.”— Client since 2014 — multi-generational planning
One team, three disciplines
You're matched with one lead advisor who works directly with our investment and estate specialists — you're not re-explaining your situation to someone new every time.
Eleanor Vane, CFP
Lead Advisor, Financial PlanningTwenty-eight years doing this. Focuses on retirement income and keeping tax exposure down.
Marcus Ashworth, CFA
Director, Investment ManagementRuns portfolio strategy across equities, fixed income, and alternatives — the person actually deciding what gets bought and sold.
Priya Reddy, CTFA
Director, Estate & Trust ServicesHandles estate and trust administration, and is usually the one on the phone with beneficiaries during the hardest part.
James Kobayashi, JD
Counsel, Probate & TaxHandles legal filings and tax strategy on estates that cross state or country lines.
Before you reach out
Just one is completely fine. Most clients start with investment management or advisory alone, and add estate planning later, when it actually becomes relevant.