Saving Solutions
There is a variety of saving plans which can be tailored to your needs, including:
Tax Exempt Savings
Regular Savings..
Tax Planning
Inheritance tax planning is an important element of your wealth management strategy, as it allows you to continue to help your loved ones after you’re gone.
Learn moreUniversity Fee Planning
We all want our children to have good prospects, which is why education fees planning is a vital wealth management matter that shouldn’t be overlooked.
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About
SUNERGIA is a Boutique Financial Planning Firm with stratigic partnerships in multiple jurisdictions all over the USA. Working at Sunergia gives me the ability to advise and implement solutions for individuals, professionals and companies across the nation.
explore moreTestimonials
Read what our clients say about our level of service and the success that they've achieved
It is not every day that you come across a passionate and trustworthy financial advisor. Sunergia has encompassed that really well and has provided us with the helping hand to dream that much more and make that dream a possible reality. Thanks!Michael Leonard
Managing Director of Yoga Works"
In just 2 very short meetings we managed to find the solution that was personally catered to my situation and expectations. Amazingly working with Sunergia put me on track to achive my retirement goals in just 5 years in stead of 20 with much less effort.
Punctual, well informed and very reliable.Bob Tillinghast
Owner of Mason Management LLC.
A very professional financial advisor, who is true to his word. Sam has demonstrated a high amount of integrity in the time I have known him, and he is fast to respond to my concerns. I feel that Sam is genuinely putting my financial gains before his own, a quality that comforts me in my investments.Darren K. Abe
President of "Boss Chair Inc."
Retirement...
Speculative Income -vs- Certain Income
Every single one of our financial advisors receives rigorous training and continuing Education along with philosophy, which is based on academic research and Behavioral Finance.
All of our planners believe that everyone, rich or not so rich, deserves great financial advice and planning services. No matter which advisor you work with, you can be confident that they'll put YOUR BEST INTERESTS FIRST and that you are getting the best experience we have to offer.