Synergist Wealth Advisors LLC

Founded in 2003, Synergist Wealth Advisors LLC is an independent, private wealth advisory firm that combines the high service standards of a multi‐family office with the investment expertise and operational excellence of a global institution. The firm has offices in San Francisco & Monterey and provides a full suite of planning and advisory services in addition to investment management and consulting. Today, we work with a select group of individuals, executives & families. Services include advising on trusts, estates, private foundations, retirement, investment strategies, family governance and related business as appropriate. We offer sophisticated comprehensive wealth planning consistent with a client’s life and financial goals and overall financial & tax status.

Synergist Wealth Advisors LLC designs and implements global investment strategies considering overall life objectives and risk tolerance to capture the breadth and depth of potential returns and risk minimization offered by a broad spectrum of strategies. We offer both active and passive portfolio management, asset allocation, manager selection, due diligence, access to best‐in‐class managers and active portfolio monitoring.

About Us

We deliver independent objective advice and custom solutions to help integrate and simplify financial lives.

We are driven by our fiduciary responsibility to act in our clients’ best interests. We do not sell products or receive sales commissions of any kind. Our allegiance is to our clients.

We serve as a dedicated advocate and through a unique, consistent process deliver highly personalized services and top resources across the financial industry to best serve clients.

We provide objective, family office solutions with a team approach, professional partners, institutional resources and strategic alliances.

Values

We partner with you to grow, protect and transfer your wealth.

Our purpose is to help you establish and achieve your financial goals through objective, tailored strategies, management of resources and efficient execution.

We provide family advisory services without the conflicts of interest we experience in single product and sales driven firms.

We measure our success by your success in achieving your goals over time.