Comprehensive Financial Planning in Houston

Personalized strategies for every stage of life

Synergy Wealth Management is a Houston-based financial advisory firm offering a full suite of planning services for families, business owners, and individuals. Whether you’re preparing for retirement, protecting your family, or investing for long-term growth, our fiduciary advisors provide trusted guidance designed around you.

Solutions Tailored to Your Goals

Explore our core areas of expertise in Houston and beyond

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Retirement Planning

Build confidence in your future with customized retirement strategies. We help with 401(k), 403(b), 457, IRA rollovers, and income planning to ensure you enjoy a sustainable lifestyle in retirement.

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Wealth Management & Investments

Our advisors provide fiduciary investment management, tailored portfolios, and corporate cash management solutions to maximize growth while managing risk.

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Insurance & Risk Management

Protect what matters most with life insurance, disability insurance, long-term care coverage, and annuities designed to provide financial security for you and your family.

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Estate Planning

Plan your legacy with strategies that support wealth transfer, inheritance planning, and coordinated estate solutions to care for future generations.

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Education Planning

Create a smart plan to fund college or private education expenses. From 529 plans to other savings vehicles, we help you prepare for the rising cost of education.

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Your Questions, Answered

Practical guidance from Houston fiduciary advisors

  • What makes Synergy Wealth Management different from other financial advisors in Houston?

    Our advisors serve as fiduciaries, which means we are legally bound to put your interests first. Unlike many commission-based firms, we are independent and focused on providing objective advice tailored to each client. This personalized approach, combined with our specialties in retirement, education, and business planning, sets us apart.

  • Do you only work with clients in Houston?

    While Houston is our home base, we are licensed in Texas, Colorado, Washington, and Florida. Technology allows us to work seamlessly with clients nationwide, so you can expect the same level of service whether you meet with us in person or virtually.

  • How do I know which financial services I need?

    Our process begins with a complimentary consultation where we discuss your goals, financial situation, and priorities. From there, we recommend strategies and services that align with your unique needs, whether that’s retirement planning, wealth management, or education funding.

  • Can you help educators with pension and retirement plans?

    Yes. Many of our advisors specialize in working with K–12 educators and understand the unique aspects of pension systems, 403(b) plans, and retirement timelines. This specialized knowledge helps educators create stronger, more confident retirement plans.

  • What does it mean that Synergy is a fiduciary firm?

    Being a fiduciary means our advisors are required to act in your best interest at all times. We provide transparent recommendations, explain the costs and benefits of each option, and ensure that your financial plan reflects your goals—not sales incentives.