Financial Advisors Serving Katy, TX
Helping families, professionals, and retirees in Fort Bend & Harris Counties
Synergy Wealth Management is proud to serve Katy, TX—one of the fastest-growing communities in the Houston area. Known for its top-rated schools, thriving neighborhoods like Cinco Ranch, and family-oriented lifestyle, Katy residents turn to us for help with retirement planning, investment management, and financial guidance tailored to their goals.
Comprehensive Services for Katy Residents
Full Financial Planning for Every Stage of Life
From young families saving for college to retirees transitioning out of the workforce, our Katy clients receive the full range of services Synergy Wealth Management provides. Every plan is personalized to fit your unique circumstances while giving you access to fiduciary-level expertise.
- Retirement Planning
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Navigate pensions, 401(k)/403(b) accounts, and build reliable income for the future.
- Wealth Management & Investments
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Customized portfolios to balance growth and preservation.
- Estate Planning
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Align assets and beneficiaries with your long-term legacy goals.
- Insurance & Risk Management
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Protect your family and income with coverage options.
- Education Planning
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Save strategically for Katy ISD or college tuition.
Accessible and Convenient
Houston Expertise, Local to Katy
Our Houston office is less than 30 minutes from Katy via I-10, and many of our clients already make the short drive for in-person meetings. We also offer virtual appointments, phone, and email support—making financial planning flexible and convenient for busy Katy families.
Familiar with Katy’s Financial Landscape
Local Insight, Tailored Strategies
Katy’s community includes professionals from the energy sector, medical fields, and education—alongside a growing retiree base. Our advisors help with 401(k) rollovers, pension decisions, and college savings plans for families in Katy ISD. We also understand the unique needs of Katy’s small business owners and entrepreneurs who want to invest excess cash or prepare for succession.
