Synergy Wealth Alliance

Synergy Wealth Alliance Trusted Advice for Life. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

www.finra.org, www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted

from any resident of any other state. At Synergy Wealth Alliance, we are passionate about what we do and about helping others. We firmly believe that as advisors, our role is not simply to serve clients but to do so in a way that educates and empowers them to take an active role in managing their finances. We are a full-service investment services firm, with offices in Altamonte Springs, The Villages, Orange City, and Tampa. We provide our clients with the knowledge and resources of a large corporation, but with the attention and personal touch of a small boutique firm. Our team structure enables an intimate, client-focused approach with a goal to create extraordinary lifestyles for our clients through clarity, vision, and intelligent financial decisions. We achieve lasting relationships by meeting expectations and maintaining our uncompromised devotion to our values, families, and communities. Because financial freedom means different things to different people, we take the time to understand what it means to you. We strive to give you the appropriate tools to help you understand your financial possibilities. Whether it’s funding a college education, financing a wedding, or pursuing the financial freedom to live out your dreams, we can help. With us, financial planning is more than just numbers, it’s about creating a better lifestyle for you.

Cyber attacks are a growing online threat, but the good news is that you can insure your business!
09/02/2026

Cyber attacks are a growing online threat, but the good news is that you can insure your business!

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

You've spent years building trust with your clients.When the time comes for change, your transition should protect both ...
09/02/2026

You've spent years building trust with your clients.

When the time comes for change, your transition should protect both your life's work and the people who rely on you.

Whether you're years away from retirement or simply exploring future possibilities, we're here to help you evaluate your options.

Learn more:

Whether you're preparing for retirement, slowing down, or planning your next chapter, Synergy Wealth Alliance helps advisors create a smooth and strategic transition for both their practice and their clients.

If you thought that payouts from life insurance are tax-free in all cases, think again.
08/31/2026

If you thought that payouts from life insurance are tax-free in all cases, think again.

Life insurance proceeds are generally tax-free. But not in all cases.

08/30/2026
Committed to increasing your financial literacy? Don't be afraid to ask questions.
08/28/2026

Committed to increasing your financial literacy? Don't be afraid to ask questions.

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.
08/26/2026

Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.

Even the most seasoned investors have biases affecting their financial choices.

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing mone...
08/24/2026

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing money like a Retirement Plan Detective!

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
08/21/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

Address

215 Westmonte Drive
Altamonte Springs, FL
32714

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

Website

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