What’s your potential for building and maintaining wealth? Take the assessment.

Understanding your patterns of wealth behaviors can help identify your strengths and areas for improvement as you create your personalized financial plan. Synergōs Advisory collaborates with DataPoints, a behavioral-finance research and technology firm, to develop a comprehensive picture of your wealth-related behaviors, attitudes, and values, all based on 40+ years of data and research that led to the published works “The Millionaire Next Door” and “The Millionaire Mind.” This assessment can uncover opportunities for positive changes in behavior so you can build and maintain your wealth over time.