Advisor Empowerment
Empower your practice with institutional quality and execution excellence.
Powered by the SAAM™ model
SAAM™ Advantage
INSTITUTIONAL POWER BEHIND YOUR INDEPENDENT PRACTICE
You
CHIEF WEALTH OFFICER
You lead the relationship and remain the face of the plan.
Synergy
CHIEF INVESTMENT OFFICER
We build, manage, and adapt portfolios using a disciplined, data-driven process.
You act as Chief Wealth Officer, while our team takes on the roles of Chief
Investment Officer, Money Manager, and Technology Facilitator. This
partnership provides extensive resources, giving you more time with your
clients and a competitive advantage in the marketplace.
Advisor Solutions
INVESTMENT & CIO SERVICES
Serve your clients with institutional-grade money management
- INCLUDED IN YOUR SYNERGY PARTNERSHIP
28%
OF FINANCIAL ADVISORS don’t have enough time to spend with clients
PRACTICE MANAGEMENT & OPERATIONS
We clear the way for new clients and growth
Administrative work is stealing vaulable time. We provide the operational infrastructure such as billing, trading, reporting, compliance, and performance oversight — so you can focus on client relationships without operational drag.
As a client of Synergy, enjoy free access to the Advisor Vault, your complete resource hub with asset management models, practice tools, and marketing content to help you support clients and grow your practice.
- INCLUDED IN YOUR SYNERGY PARTNERSHIP
MARKETING MANAGEMENT
Marketing isn’t optional—it’s how advisors stand out
That’s why we created a comprehensive marketing program to help position advisors as trusted authorities.
- INCLUDED IN YOUR SYNERGY PARTNERSHIP
The Marketing Vault
Advisors that partner with us receive access to the
Synergy Marketing VaultTM, a centralized digital library
of professionally developed marketing resources.
These materials give advisors the flexibility to deploy
high-quality content whenever it is needed—whether
preparing for a client meeting, hosting an event, or
nurturing a prospect relationship.
The result is a complete marketing ecosystem designed
to help advisors consistently educate prospects,
strengthen credibility, and accelerate practice growth.
READY-TO-USE MATERIALS:
- Educational books
- Client guides and white papers
- Marketing brochures and presentations
- Prospect education materials
- Webinar and seminar resources
- Sales Language Toolkit
The Marketing Curriculum
In addition to the Synergy Marketing Vault, we offer a five-step Marketing Curriculum that transforms advisors into
thought leaders and seminar presenters, culminating in a compelling client acquisition system.
1. BOOK AUTHORSHIP
We ghostwrite a custom-branded book about you and your practice, published on Amazon—building credibility, differentiation, and authority.
2. PROSPECT ACQUISITION WORKBOOK
A companion workbook for workshops and webinars that boosts participation, improves retention, and prompts financial reflection.
3. POWERPPOINT PRESENATION
A modern, persuasive seminar presentation that keeps audiences engaged and clearly communicates your firm’s value.
4. WHITE PAPER BROCHURE
A sophisticated leave-behind piece tailored to your niche expertise and value proposition. This asset is ideal for follow-ups, discovery meetings, and reinforcing credibility after initial interactions.
5. YOUR CUSTOMIZED MARKETING WEBSITE
A lead-generating website with SEO, conversion funnels, and resources—turning your content into a prospecting engine that converts and retains clients.
Advisor Support
Advisors that partner with us gain more than marketing
materials—we work alongside you in the client acquisition
process itself.
Our team supports seminars, webinars, and prospect
conversations, helping present the ideas and investment
frameworks that drive meaningful engagement. From
educational presentations to select client calls, we reinforce
your message and provide additional expertise during the
discovery process.
The result is a collaborative approach that allows advisors
to deliver with confidence, knowing an experienced team is
supporting them behind the scenes.
HOW WE SUPPORT YOU:
- Seminar and webinar support
- Participation in educational presentations
- Prospect conversation guidance
- Select client call support
- Investment framework communication
- Behind-the-scenes strategy and reinforcement
TECHNOLOGY STACK
Run your entire practice one one simple, institutional-grade platform?
No more siloed systems or data reconciliation.
A cohesive platform unifies client analytics, performance reporting, document workflows, and compliance overlays — so your team works smarter, not harder.
- INCLUDED IN YOUR SYNERGY PARTNERSHIP
Welcome to
the Vault
As a client of Synergy, enjoy free access to the Advisor Vault, your complete resource hub with asset management models, practice tools, and marketing content to help you support clients and grow your practice.
“...a high performing money manager. We appreciate Synergy’s forward thinking and investments made in increasing its value to our mutual clients. The team is friendly and responsive, and has helped us serve our clients with exceptional service.”
VERAZ ADVISORS SAN RAMON, CA
STAY INFORMED
Insights, Guides & Advisor Resources
Featured Guides and Books
- Books
This essential guide can help you go independent, grow your business, and achieve more professional joy that comes with serving your clients well.
Copyright © 2023 by Joe Maas. All Rights Reserved.
Except as permitted under the United States Copyright Act of 1976, no part of this publication may be reproduced or distributed in any form or by any means or stored in a database or retrieval system without the prior permission of the publisher and the author.
Neither the author nor the publisher is engaged in rendering financial, legal, or accounting services to the reader through the sale of this book. Since individual situations do vary, the reader should consult a competent professional on questions specific to the individual. The author and publisher disclaim any liability for loss incurred, directly or indirectly, as a consequence of the use or application of any nformation contained in this book.
Printed in the United States of America.
- Books
Welcome to my book on annuities. Over my extensive career in the financial industry, I have observed a great deal of confusion surrounding annuities.
Welcome to my book on annuities. Over my extensive career in the financial industry, I have observed a great deal of confusion surrounding annuities. Many people harbor misconceptions about these financial products, often believing they deserve the negative reputation they sometimes receive. My aim with this book is to dispel these myths and provide a clear, unbiased understanding of annuities and their use.
This book describes the various types of annuities, their appropriate uses, and how they can be effectively integrated into a comprehensive financial plan. I firmly believe that the best advice comes from a dual-licensed fiduciary financial advisor, which is an RIA with a Series 65 license, and also the appropriate insurance license(s).
- Books
In the world of finance, investing is often seen as a complex puzzle where countless pieces need to come together perfectly to achieve success.
In the world of finance, investing is often seen as a complex puzzle where countless pieces need to come together perfectly to achieve success. However, this book, Money Insight! The Art and Science of Managing Money, aims to simplify this puzzle, offering a clear path through the intricate maze of investment strategies and choices. Whether you’re a seasoned investor or just starting your financial journey, this book provides valuable insights and guidance to help you navigate the ever-changing landscape of money management.
Why We Wrote This Book
At Synergy Asset Management, we understand that the world of finance can be overwhelming. Our mission in writing this book is to demystify the complexities of investing
Latest Insights
Timely perspectives on markets, strategy, and wealth planning.
Investing Beyond the One-Size-Fits-All Portfolio
The Real Measure of Wealth
Business Valuation Assessment
Let’s Talk
PHONE
OFFICE
Suite C8-321
Vancouver, WA 98684