Synergy ConsultancyA plan that survives contact with real life
Four stages, one team, no handoffs between firms that don't know each other's work.
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