Alliances

Offering comprehensive products and services is not overly difficult. However, providing ‘best in class’ products and services can prove to be quite challenging. Synergy Wealth Partners, LLP has chosen to create alliances with leaders in their respective areas of expertise to ultimately deliver this to its clients.

Miller Grossbard Advisors, LLP

Miller Grossbard Advisors, LLP is a multi-talented professional services firm providing integrated consulting, accounting and tax services to closely held, entrepreneurial businesses. They provide the accounting services to complement our non-accounting financial products and services. It creates a full-service relationship where the comprehensive goals and objectives of the client can be our sole focus.*

TDC Companies

It is our goal to provide ‘best in class’ wealth management services as Investment Advisor Representatives  of Synergy Investment Management, a dba of TFO-TDC, LLC. TFO-TDC, LLC, founded in Maumee, OH, is a nationally recognized wealth management firm.  They specialize in closely-held, family-owned corporations, focusing on wealth transfer, investment advisory, income and federal estate tax planning, as well as benefit plans for business owners and their employees.

Lion Street

Lion Street is a national financial services distribution company owned by fiercely independent financial advisors who specialize in financial solutions for high-net-worth individuals, family offices, business owners, and corporate clients.

Each advisor who is part of Lion Street is also an equity partner. Lion Street Advisor-Owners are among the industry’s most elite financial advisors and serve their clients and professional partners through independently owned firms with diverse expertise and practices.  Lion Street Advisor-Owners have many years experience, having built mature practices providing advanced financial planning solutions to meet the complex needs of their clientele.

The name Lion Street is symbolic of the intersection of visionary financial advisors and forward-thinking financial services companies. The “Lion,” like our Advisor-Owners, is fiercely independent and respected, while “Street” represents traditional financial institutional stature.

Archives

*The accounting and tax services provided by Miller Grossbard Advisors, LLP is not affiliated with or endorsed by TFO-TDC, LLC.