Disclosures

Synergy Asset Management, LLC (“Company”) (SAM) is an SEC registered investment advisor located in Vancouver, Washington. The Company may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. For information pertaining to the registration status of Company, please contact the SEC or the state securities regulators for those states in which Company maintains a notice filing. A copy of Company’s current written disclosure statement discussing Company’s business operations, services, and fees is available from Company upon written request.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Company), will be profitable or equal any historical performance level(s). The information, suggestions, and any recommendations included in this material is for informational purpose only and cannot be relied upon for any financial or legal advice. SAM will not be held responsible for any detrimental reliance you place on this information.

Form ADV/CRS: https://synergy-am.com/adv-part-2a/