Retirement, Investments, and Financial Planning

Financial Advisors in Houston, TX and beyond

Synergy Wealth Management is your local, financial firm in Houston. Our fiduciary team provides personalized financial strategies for families, educators, business owners, and individuals across Texas and beyond.

Comprehensive Planning for Every Stage of Life

Building and protecting wealth through tailored solutions

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Retirement Planning

Prepare for a confident retirement with personalized strategies for 401(k), 403(b), IRA rollovers, and pension guidance. We help you create a sustainable income plan for the years ahead.

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Wealth Management & Investments

Our Houston wealth management team creates customized portfolios and investment strategies designed to grow your assets while managing risk.

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Insurance & Risk Management

From life and disability insurance to long-term care solutions and annuities, we ensure you and your loved ones are financially protected.

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Estate & Legacy Planning

From life and disability insurance to long-term care solutions and annuities, we ensure you and your loved ones are financially protected.

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Education Planning

Create a smart strategy to fund your children’s or grandchildren’s education through 529 plans and other education savings vehicles.

Comprehensive Financial Guidance, Tailored to You

From planning your retirement to protecting your family with insurance, our Houston advisors offer solutions for every stage of life. Explore all of our services to see how Synergy Wealth Management can support your goals.

A Clear Process Designed Around You

Collaborative, personalized, and easy to understand

At Synergy Wealth Management, we believe financial planning should feel approachable, not overwhelming. Our process begins with understanding your goals and values, then building a plan that grows with you. Through regular reviews, technology-driven tools, and a focus on tax-efficient strategies like tax-deferred growth, we keep your plan current and on track. You’ll always know where you stand and what steps come next.

Planning for Your Future, Made Simple

Local expertise with national reach

Rooted in Houston, Serving Clients Nationwide

Synergy Financial is proudly based in Houston, Texas, where we serve families and businesses across neighborhoods like The Heights, Sugar Land, The Woodlands, and the Memorial area. Our advisors understand the values and financial goals of Texans while bringing the same personalized approach to clients across the country. With modern technology and flexible meeting options, we work seamlessly with individuals and businesses nationwide. Whether you prefer to meet in person or virtually, our team is committed to providing the same trusted guidance no matter where you call home.