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Navigate Your Financial Journey

Synergy Wealth Coach

Clarity today. Confidence tomorrow. Results that last.

Explore our approach, dive into practical insights, and see how we help you plan, protect, and grow with intention—at every stage.

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About Us

Who we are, what we value, and how we deliver measurable outcomes.

Insights & Updates

Timely guidance, market context, and practical tips you can use.

Financial Planning

Goal mapping, cash-flow strategy, risk alignment, and accountability.

Retirement Income

Sequence-risk defense and tax-aware income you can live with.

Medicare Guidance

Coverage clarity and ongoing support for every enrollment year.

Tax-Smart Strategies

Keep more of what you earn with proactive, compliant planning.

Financial Services Insurance Services Estate Planning Retirement Planning Medicare Tax Planning

President & Founder

Meet Scott Stooksbury

Principal, Synergy Wealth Management Inc.

Scott Stooksbury is the president and founder of Synergy Wealth Management, an independent, full-service financial planning firm providing clients with tailored retirement income strategies. Scott has worked in a variety of industry positions including investment banking and brokerages during his more than 20-year career, and uses his extensive industry experience to provide clients with the independent, unfiltered guidance they desire.

Committed to transparency, accessibility and communication, Scott works diligently to be a resource for his clients. He listens attentively to clients’ personal and financial situations—as well as their wants and dreams—before providing objective guidance, and has done such a good job meeting and exceeding clients’ needs that he has been featured on CBS, FOX, NBC and ABC.

As seen on CBS · FOX · NBC · ABC

“If you knew you had guaranteed income for life as part of your overall retirement plan, what would you do?”