Synergy Wealth Management

Synergy Wealth Management Financial & Investment Planning. We specialize in Retirement & Income Planning, Tactical Investment M Synergy Wealth Management Inc.

is an independent firm, led by Scott E. Stooksbury.We specialize in retirement and income planning with a unique approach and unique solutions while minimizing tax implications and risk. We collaborate and use the synergy of other financial, legal and tax professionals to assure the accomplishment of your most important financial and life goals. Being independent allows us to focus our energy and

recommendations solely on you and your objectives without corporate influence. The process is begun by determining your unique financial and personal goals and assess what's important to you. Then, we make recommendations based on the information gathered and choose from many investment options to find the best mix that is suitable for you and your family. If your goal is to work with an experienced, trusted advisor locally that puts you first, look no further. Synergy Wealth Management Inc is a full service financial planning firm serving Georgia and the greater Atlanta Area and Texas, Alabama and Tennessee.

03/20/2025
Another honor this past year for Synergy Wealth Mgt
05/08/2024

Another honor this past year for Synergy Wealth Mgt

This is an invitation reminder to register for our upcoming online event, RMDs & Taxes: Retirement Planning Live Webinar...
05/11/2023

This is an invitation reminder to register for our upcoming online event, RMDs & Taxes: Retirement Planning Live Webinar.

Click the link or button below to reserve your spot.

Webinar details:
Link

https://www.bigmarker.com/synergy-wealth-management-in/RMDs-Taxes-Retirement-Planning-Live-Webinar-77298ab1b1a0dc9e5c315193?bmid=77948d51c2e2&bmid_type=member&source_from=invitation
Date

Wed, May 17, 2023 · 7:00 PM · Eastern Time (US & Canada)
Duration

1 hour 30 minutes
About

How will the recent changes that the government made to RMDs impact your withdrawal requirements?

If you own a 401(k), IRA, 403(b), or any other retirement account . . . pay close attention! It’s crucial to become familiar with the coming changes, or your mistakes could be costly.

Avoid Paying 25% of Your Retirement Income to the IRS!

Come and learn more at this group presentation, hosted by retirement specialist, Scott Stooksbury. This educational event will cover the basics of Required Minimum Distributions and reveal the latest strategies for maximizing your benefits.
Accept Your Invitation
Looking forward to seeing you,

Synergy Wealth Management

[email protected]
Synergy Wealth Management

3440 Blue Springs Rd, Suite 501 Kennesaw, GA 30144

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Are you aware of the most common IRA and 401(k) tax traps and pitfalls? In our current economic climate of uncertainty, adjusting your retirement planning strategies to ensure you keep your savings safe is absolutely necessary. Come and learn more at this group presentation, hosted by retirement spe...

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Elliott Wave Projections for the S&P500 for the rest of 2023

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Sales assistance with current client base, lead follow up, order flow, database mgt. New sales assistance booking Apts. Hourly plus incentives.

Address

142 River Terrace
Ellijay, GA
30540

Opening Hours

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

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