Synergos Advisory LLC
As a technology professional, you spend most, if not all, your time bringing good things to life. With all your time tied up, who’s making sure your personal finances are on track?
We can! Synergos Advisory, a Seattle-based flat-fee advisor, can provide you with ongoing financial planning and wealth management tailored to your unique needs while you focus on what you do best.
Plan today for a better tomorrow.
What We Do
- Comprehensive Financial Planning
- Retirement Savings Strategies
- Roth 401(K) and IRA Conversion Strategies
- Investment Management and Investment Management Advice
- ISO, NSO, RS/RSU Tax Planning
- Cash Flow Management
- College Education Planning
- Risk Management Strategies
- Estate Planning Strategies
Who We Help
- Technologists, Engineers, and Researchers
- Entrepreneurs, Executives, Mid-Level Managers
How We Work Together
- Intuitive onboarding process designed to guide you through the planning process at your pace
- Advice to optimize your finances and provide you with a roadmap to achieving your aspirations
- Access to collaborative planning tools giving you real-time financial snapshots
- Flat monthly fees for financial planning and investment management with add-on options for tax planning, tax preparation, and estate planning