Synergy Wealth Management

At Synergy Wealth Management, we believe that the whole is greater than the sum of its parts. This philosophy guides our approach to financial planning and investment management. As a fee-only registered investment advisory (RIA) firm, we specialize in helping individuals and small companies manage their portfolios in a low-cost, academically backed manner. Our team of experts is dedicated to helping clients monitor their financial health, making informed decisions, and achieving their long-term financial goals.

OUR TEAM

Our team is comprised of experienced professionals, each with their own unique background and expertise. Our founder and managing principal, Fred Iacovoni, is a dedicated family man who has a passion for outdoor activities and community service. Tyler Kotlarz, one of our financial advisors, has a strong hockey background and enjoys spending time with his family. Ryan Huyser, another one of our advisors, is a 1994 graduate of Western Michigan University with a major in Finance and a minor in Economics. Our team's diverse background and expertise enable us to provide personalized financial solutions tailored to our clients' specific needs.

FEE-ONLY SERVICES

At Synergy Wealth Management, we operate on a fee-only basis, meaning we do not collect commissions or work as brokers. This approach allows us to provide unbiased financial advice and investment strategies that are in the best interest of our clients. Our comprehensive services include investment management, financial planning, and wealth guidance. We take the time to understand our clients' goals, risk tolerance, and financial situation, and use this information to create a customized financial plan tailored to their needs.

WHAT IS A FEE-ONLY ADVISOR?

A fee-only firm, like ours, does not earn commissions from the sale of financial products or services. Instead, we charge our clients a fee for our services, which provides us with an incentive to act in our clients' best interests. As a fee-only RIA firm, we are committed to providing unbiased financial guidance and investment strategies that align with our clients' goals and objectives.

OUTDOOR ADVENTURES & COMMUNITY INVOLVEMENT

In our free time, our team members enjoy a variety of outdoor activities, from fishing to hockey. Ryan Huyser, for example, is an avid mountain biker, while Tyler Kotlarz still enjoys playing hockey in various men's leagues around Grand Rapids. Fred Iacovoni, our managing principal, has volunteered as a coach for the Grand Rapids Griffins Youth Foundation, a foundation that provides underprivileged children with the opportunity to learn how to play hockey. Our commitment to community service and outdoor activities reflects our values of teamwork, community, and a healthy work-life balance.

OUR VALUES

At Synergy Wealth Management, we value academic research and evidence-based investing. We believe that a comprehensive financial plan should be built upon a solid foundation of data and statistics. Our investment strategy is designed to help our clients achieve their long-term financial goals, while minimizing risk and maximizing returns. We are committed to providing exceptional customer service, discretion, and transparency in all our interactions with our clients.

OUR STORY

Our story is one of collaboration, expertise, and a commitment to delivering exceptional results for our clients. As a fee-only RIA firm, we are dedicated to providing unbiased financial guidance and investment strategies that align with our clients' goals and objectives. With a team of experienced professionals, we are equipped to provide personalized financial planning and investment management services to individuals and small companies.

OUR INVESTMENT PHILOSOPHY

Our investment philosophy is rooted in academic research and evidence-based investing. We believe that a comprehensive investment strategy should be based on a sound understanding of the markets and the underlying assets. Our investment strategy is designed to provide a long-term perspective, minimizing volatility and maximizing returns.