Synergy Capital Solutions

Financial Services - Bloomfield Hills, MI, US

Synergy Capital Solutions Employees
Jennifer Curran

Client Experience Associate

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Judson Snell

director of marketing

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Sarah Zvekan

advisor, advanced planning team

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William Brown

co-founder and co-owner

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M. Burns

Vice President - Client Solutions

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William Brown

Managing Director, Co-Founder and Co-Owner, Director of Family Office Solutions

Contact William Brown

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Synergy Capital Solutions Senior Management
William Brown

co-founder and co-owner

Contact William Brown

William Brown

Managing Director, Co-Founder and Co-Owner, Director of Family Office Solutions

Contact William Brown

Mark Burns

Chief Executive Officer/Chief Investment Officer

Contact Mark Burns

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Synergy Capital Solutions Details

Synergy Capital Solutions is a boutique wealth management practice. Our clients consist of affluent individuals and families; business owners and professionals; and non-profits and corporations. Our team utilizes four underlying fundamentals as the foundation to drive success- People, Process, Planning Solutions, and Portfolio Solutions.

Synergy Capital Solutions logo, Synergy Capital Solutions contact details
Employees: 20 - 49
HQ: 248-553-4500
Location: Bloomfield Hills, MI, US
Revenue: 2.5 - 5 Million
Wealth Management Financial Planning Asset Management Investment Planning Portfolio Management
Synergy Capital Solutions Technologies
Marketing Automation

Marketo

Domain Name Services

Route 53

Tag Management

Google Tag Manager

Email Delivery

Rackspace MailGun

Other

Microsoft Office 365

Hosting

Amazon AWS

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