Synergy Videos
Your Small Business Financial Advisor
1st Quarter Review & Market Outlook
Spend a few moments with Joe Maas, CIO of Synergy, as he provides a 1st quarter recap & an outlook on markets.
Wealth Vision
Joe Maas, CIO of Synergy, explains his proprietary Wealth Vision process for growing, maintaining, and protecting your wealth.
Work Optional Video
Joe Maas explains his Lifestyle Protection Planning Process to help you create a work optional lifestyle.
Sailboat Portfolios
Joe Maas, CIO of Synergy, introduces the Sailboat—a tactical investment strategy designed to navigate market fluctuations.
Disclosure:
Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon the client’s individual investment, financial, and tax circumstances, as well as the value, marketability, and economic health of the client’s business. Business valuation and risk reports are based on the information provided by the user, which the adviser will not independently verify. Inaccurate, incomplete, or outdated information, and the use of estimates or assumptions, could materially impact the validity and usefulness of the information contained in the valuation and risk report. Market commentary is provided for informational purposes only, should not be construed as individualized advice, and reflects the thoughts and opinions of the speaker only, as of the date of publication. Thoughts and opinions are subject to change, and the adviser does not endeavor to update market commentary posts to reflect such changes after initial publication. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.