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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
Continue Reading“If you knew you had guaranteed income for life as part of your overall retirement plan, what would you do?”
Trusted Guidance. Personalized Service.
See what clients are saying about Synergy Wealth Management.
“The team made everything easy to understand and helped us feel confident about our financial future.”
Client Review
Synergy Wealth Management
“Professional, knowledgeable, and very responsive. We truly appreciate the personalized attention.”
Client Review
Synergy Wealth Management
“They took the time to explain our options clearly and created a plan that made sense for us.”
Client Review
Synergy Wealth Management
“Excellent service from start to finish. We felt heard, respected, and well taken care of.”
Client Review
Synergy Wealth Management
“A great experience. The guidance was clear, professional, and focused on our goals.”
Client Review
Synergy Wealth Management
“The team made everything easy to understand and helped us feel confident about our financial future.”
Client Review
Synergy Wealth Management
“Professional, knowledgeable, and very responsive. We truly appreciate the personalized attention.”
Client Review
Synergy Wealth Management
“They took the time to explain our options clearly and created a plan that made sense for us.”
Client Review
Synergy Wealth Management
“Excellent service from start to finish. We felt heard, respected, and well taken care of.”
Client Review
Synergy Wealth Management
“A great experience. The guidance was clear, professional, and focused on our goals.”
Client Review
Synergy Wealth Management
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Our mission is to help our clients make smart investment and financial decisions
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Services Offered
Synergy Wealth Management specializes in these Financial & Insurance products.
