There are many wealth management and financial services firms in Seattle to choose from. Each has a slightly different style, including Synergetic Finance. So how are we different? What sets us apart? We are a boutique wealth management firm that offers personalized service and customized investment strategies to each of our clients. Our philosophy is reflected in these four tenets:
Independence – We are an unbiased third party that prides itself in looking at client portfolios and goals and providing an objective viewpoint. Because we are objective and not tied to any one product or service provider, we are free from conflicts of interest. Bottom line: our goals are aligned with yours.
Relationship Management – Our clients are the most important part of our business, so we make them our top priority. We spend time getting to know them, their individual situation and their goals and dreams. With a deep understanding of each client’s needs, we are able to help them identify where they are today, where they want to be tomorrow and how to get them there.
Proven Expertise – Our financial and wealth management experts work together as a team to provide each client with the very best service and care possible. Though a client will be assigned to a specific relationship manager, he or she has access to anyone on the Synergetic Finance team. We are here when our clients need us.
Perspective – For over a decade, we’ve provided financial services for clients through a wide range of market conditions. Our track record of experience and performance show that we are skilled, prudent wealth managers with the ability to measure results and adapt strategies as needed. We’re in it for the long haul.
Is this the type of team you want on your side? If so, give us a call at 206-386-5455 or send us an email with your questions or to request a complimentary consultation. We can help you reach your financial goals, but the first step is yours.
To your wealth and success,
Joe Maas, CFA, AVA, CFP®, ChFC, CLU®, MSFS, CCIM
President of Synergetic Finance