Let Our Certified Financial Advisors Help You Live Out Your Retirement Dreams
Fiduciary
It’s time to make a choice. Plan for your future.
It’s as simple as making a phone call, and sitting down with a Registered Investment Advisor. I offer a plethora of financial services – including hedge funds, mutual funds, estate planning, and insurance advice.
Why Should I Trust RIA?
Registered Investment Advisors are not here to sell, but to guide.
Registered Investment Advisors are not tied to any specific family of funds or investment products.
Registered Investment Advisors are here to serve your interests – no one else’s.
Meet Scott Stooksbury
PRESIDENT AND FOUNDER
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. […]
If you knew you had guaranteed income for life as part of your overall retirement plan
What would you do?
As Seen On
Our Mission
Our mission is to help our clients make smart investment and financial decisions
Educational Workshops
Gain Financial Intelligence. Attend an educational workshop.
Services Offered
Synergy Wealth Management specializes in these Financial & Insurance products.
A Legal Fiduciary Responsibility
As a Registered Investment Advisor, I have a legal, fiduciary responsibility to always work in your (my client’s) best interest. I offer a complete range of investment services, from managing money in the market to safe money products. What every client needs is different, and I’m here to help you plan for your future and your children’s future. I act in your best interest every time, all of the time.
We’d love to hear from you!
Ask us any questions you may have, and we’ll be sure to help answer them.
DOWNLOAD OUR FREE GUIDE
5 Types of Guaranteed Income in Retirement
Accreditation
Phone (678) 778-5331
Investment advisory services offered through Assured Retirement Financial Group, DBA CFG Retirement Inc. a Registered Investment Advisor in the state of Minnesota. Insurance products and services are offered through CFG Retirement, Inc. Assured Retirement Financial Group, Inc. and CFG Retirement, Inc. are affiliated companies.