Disclosure Page

This is the web site of Synergy Wealth Partners, LLP.
Synergy Investment Managment, a dba of TFO-TDC, LLC, is a Registered Investment Advisor. This web site is not a solicitation or offer to sell investment advisory services. Synergy Wealth Partners, LLP provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. Registration with the SEC does not imply a certain level of skill or training.

Newsletters and blog content has been prepared by third parties for use by Synergy Wealth Partners, LLP. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.

Estate planning and tax information provided is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. Synergy Wealth Partners is not engaged in the practice of law or accounting.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment or strategy will be profitable or equal to past performance levels.

All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio.

Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s. There are no assurances that a portfolio will match or outperform any particular benchmark.

All written content is for informational purposes only and may not constitute a complete description of available investment services or performance. Proprietary papers and writings are the opinions of Synergy Wealth Partners, LLP. Other articles, links, and information presented on this site are obtained from sources believed to be reliable, but they are for informational purposes only and Synergy Wealth Partners, LLP does not guarantee their timeliness or accuracy. Clients should consult their advisor with regard to any questions they may have. Nothing on this web site should imply that past results are an indication of future performance. The value and income of any of the securities or financial instruments mentioned on this Site can fall as well as rise, and an investor may get back less than he or she invested. Past performance is not necessarily a guide to future performance. Independent advice should be sought in all cases. At certain places on this site, live “links” to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Synergy Wealth Partners, LLP. Synergy Wealth Partners, LLPdoes not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Synergy Wealth Partners, LLP.

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If you have questions about these terms of use, the Privacy Policy for this Site, or any other questions concerning this Site, please contact:

Synergy Wealth Partners, LLP
Michael Miller
2204 Louisiana, Second Floor
Houston, TX 77002
(713)333-0099