Advisor â Director of Business Solutions at Synergy Capital Solutions - Bloomfield Hills, MI, US
Managing Director, Co-Founder and Co-Owner, Director of Family Office Solutions
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.