Alliance Partners
Together We Can Handle Any Challenge
Stewardship Quarterback
As your lead fiduciary, we can coordinate a team of attorneys, CPAs, Trustees and other professionals, as necessary so you have a single source for comprehensive financial support.
The following are select partner alliances we have worked with and pre-vetted to have the same professionalism and personal touch you expect.
Alliances
The following are select alliances with Synergy SMB that we recommend:
- STIB Law Firm. Specialize in estate planning and probate. We have worked with them for years as a trusted alliance. Email Sean Bleck at sean@stblaw.com.
- Dave Lyons. Lawyer/CPA. Specializes in business transaction law. He is a trusted referral for over a decade and can be reached at dlyons@dljslaw.com.
Disclosure:
No direct or indirect compensation is exchanged for the references to third-party alliance professionals discussed on this page. Third-party services are provided by unaffiliated service providers without supervision or oversight of Synergy Asset Management, LLC. Fees for third-party services may apply. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.