Synergos Advisory LLC
As a STEM professional, you prefer to manage your own finances, but you want to feel confident you are on the right track. When you partner with Synergos, we provide you with ongoing financial planning, guidance, and education so you can make informed decisions to help you align your financial resources with your aspirations.
What We Do
- Comprehensive Financial Planning
- Retirement Savings Strategies
- Roth 401(K) and IRA Conversion Strategies
- Investment Management and 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, Managers
How We Work Together
- Intuitive onboarding process designed to guide you through the planning process at your pace
- Access to collaborative planning tools for real-time financial snapshots
- Flat monthly fees for financial services