ADVICE-ONLY PLANNING FOR STEM & TECH PROFESSIONALS
You manage your investments. Let’s think through what comes next.
Your portfolio is one part of the picture. Get help weighing the choices around taxes, company stock, career moves, and the life you want.
Connect the Decisions
See how your investments, taxes, company stock, and life plans affect one another. We help you understand what a decision changes across your financial life.
Compare Your Options
Explore a career change, fewer working hours, or a company-stock sale. We model possible paths and explain the trade-offs, so you can weigh what matters to you.
Know Your Next Step
Get clear recommendations, an order of priorities, and practical next steps. Ongoing guidance helps you work through decisions and adjust as your circumstances change.
Keep Control
Your accounts stay with you. You make the decisions. Work directly with Synergos to question assumptions, understand recommendations, and put your plan into practice.
Pay for Advice
Fee-only fiduciary planning, with a flat fee based on your needs. Synergos sells no financial products, earns no commissions, and charges no asset-based fees.
Our Services
Financial Planning
Bring your financial decisions into one clear plan. We connect cash flow, investments, benefits, taxes, and long-term goals, then test possible paths and set priorities—so you can see how today’s choices affect your future options.
Tax Planning
Before you exercise options, sell shares, or make a major financial move, understand the tax trade-offs. We model scenarios, weigh cash needs and concentration risk, and coordinate with your CPA when appropriate. We do not prepare tax returns.
Estate Planning**
Make your wishes clear for the people who matter to you. We help align beneficiaries and estate priorities with your broader plan, then coordinate with document providers or attorneys for document preparation and legal advice.
Investment Advice
Keep control of your accounts and investment decisions. We review allocation, diversification, taxes, costs, and concentrated holdings across your household portfolio, then explain what we recommend, why it fits, and how you can put it into practice.
Insurance & Risk Planning
Protect the life you’re building. We review insurance coverage, employer benefits, and financial reserves to identify gaps that could disrupt your plans. Understand the trade-offs around protecting your income, supporting your family, and covering major liabilities—with advice that involves no insurance sales or commissions.
Team
Estate Planning Resources
Resources to help you document your wishes and plan for the people who matter.
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