Synergy Capital Management

Located in beautiful Atlanta, Georgia, Synergy Capital Management, LLC is a comprehensive financial management firm dedicated to providing investment management, comprehensive financial planning, and financial consulting services to individuals and businesses. Our team of experienced professionals is committed to delivering tailored solutions to help clients achieve their financial goals, whether it's planning for retirement, funding education expenses, optimizing taxes, or creating an estate plan.

Our Services

We offer a range of services designed to meet the unique needs of our clients.

Investment Management

At Synergy, we believe that the key to successful investment management lies in a well-diversified portfolio. Our investment analysts use a thorough 17-point Risk/Return Questionnaire to understand our clients' investment objectives, risk tolerance, and financial goals. We then design a customized investment portfolio that aligns with their needs, utilizing a mix of actively managed mutual funds and individual stocks to create a long-term wealth creation strategy.

Comprehensive Financial Planning

Our Comprehensive Financial Planning service is a personalized process that focuses on each client's unique financial situation and develops a course of action to achieve their short-term and long-term financial goals. We work closely with our clients to understand their goals, analyze their financial data, and develop strategies and recommendations to help them achieve their desired financial future.

Retirement Planning

We believe that retirement planning is essential to ensuring a comfortable and secure financial future. Our retirement planning services include creating a personalized retirement plan that takes into account factors such as income sources, expenses, taxes, and social security benefits.

Insurance Planning/Risk Management

Insurance planning and risk management are critical components of any comprehensive financial plan. We work with our clients to assess their existing insurance coverage and recommend strategies to minimize their exposure to risk.

Estate Planning

Estate planning is an essential part of ensuring that your assets are distributed according to your wishes after you pass away. Our estate planning services include creating a will, establishing trusts, and developing strategies to minimize estate taxes.

Tax Planning

Tax planning is a critical component of any financial plan. We work with our clients to minimize their tax liability by optimizing their income, deductions, and credits.

Financial Consulting

Our financial consulting services are designed to provide expert guidance on a wide range of financial matters, from investment strategies to retirement planning and more.

Commitment to Excellence

At Synergy Capital Management, LLC, we are committed to providing exceptional service, expert guidance, and personalized attention to every client. We strive to build long-term relationships with our clients, based on trust, integrity, and a deep understanding of their financial needs.

What Sets Us Apart

We are committed to delivering exceptional client service, expert guidance, and personalized attention to every client. Our experienced professionals work closely with our clients to understand their unique financial situations and develop tailored solutions to meet their needs.

Company Philosophy

At Synergy Capital Management, LLC, we believe that financial planning is not just about numbers and spreadsheets - it's about empowering individuals and businesses to achieve their financial goals and live the life they deserve. We are dedicated to delivering exceptional service, expert guidance, and personalized attention to every client.