Syntegra Private Wealth Group

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Syntegra Private Wealth Group A private wealth advisory practice

Car trouble showing up at the worst time? That’s the “trick.” An emergency fund is the “treat.” A little planning now ca...
10/08/2026

Car trouble showing up at the worst time? That’s the “trick.” An emergency fund is the “treat.” A little planning now can lower stress later. 🎃

Schedule a meeting to discuss other "tricks."

You've spent 20 years climbing the corporate ladder. Now you can't afford to get off.It sounds strange, doesn't it?You w...
10/05/2026

You've spent 20 years climbing the corporate ladder. Now you can't afford to get off.

It sounds strange, doesn't it?

You worked hard, earned the promotions, increased your income, and built a successful career. By almost every measure, you've made it.

So why does the thought of walking away feel so difficult?

For many executives and high-income professionals, the very things that reward their success can also make it harder to leave.

Maybe it's the substantial amount of company stock that hasn't vested yet. Maybe it's a deferred compensation package that's worth waiting another five years for. Or maybe your lifestyle has slowly grown alongside your income, and what once felt like more than enough now feels necessary.

And then there's the question of taxes. What happens to your stock options if you leave? How will deferred compensation be paid out? Could stepping away create an unexpected tax burden?

Suddenly, accepting a new opportunity, retiring early, or simply taking a step back isn't such an easy decision.

You're earning more money than ever, but do you actually have more freedom?

This is one of the areas where thoughtful financial planning can make a meaningful difference.

It's not always about maximizing returns or accumulating another million dollars. Sometimes, it's about understanding what you already have and how to make it work for the life you want.

What would leaving your employer actually cost you? Could you afford to retire earlier than you think? Is there a way to reduce your reliance on company stock while being mindful of taxes?

These are conversations worth having long before you're ready to make a change.

Because at the end of the day, the purpose of building wealth isn't just to have more money. It's to have more choices.

And perhaps the greatest financial luxury of all is knowing you can walk away, even if you choose not to.

January is a bad time to discover what you could have done in December.Some financial planning opportunities are tied to...
09/23/2026

January is a bad time to discover what you could have done in December.

Some financial planning opportunities are tied to the calendar year. Once December 31 passes, the options available around taxes, retirement accounts, charitable giving, distributions, and wealth transfer can change.

That doesn’t mean every strategy applies to everyone. It does mean year-end is worth reviewing before it becomes hindsight.

We broke down 7 areas worth another look before 2026 comes to a close.

A little look at what some of the Syntegra team has been up to over the past few weeks! We hope everyone had a great Lab...
09/16/2026

A little look at what some of the Syntegra team has been up to over the past few weeks! We hope everyone had a great Labor Day weekend and is soaking up the last bits of warm weather while they can.

A special shoutout to Sarah Burkemper who took some time to donate blood. We love seeing our team give back!!

Some dates don't need an explanation. 9/11 is one of them.Today we remember the lives lost, honor the heroes who ran tow...
09/11/2026

Some dates don't need an explanation. 9/11 is one of them.

Today we remember the lives lost, honor the heroes who ran toward danger, and recommit to the unity that defined us in the days that followed. We will never forget.

Last Tuesday, the entire Syntegra team sat down for our Periodic Business Review! The day was filled with rewarding team...
09/02/2026

Last Tuesday, the entire Syntegra team sat down for our Periodic Business Review! The day was filled with rewarding team accomplishments, development, and plenty of bonding over lunch. We want to thank our clients for their continued support. We're grateful for the trust you place in our team and are excited for what's ahead!

Could your spouse step in confidently if needed? A quick retirement check-in helps both partners stay aligned. Schedule ...
08/19/2026

Could your spouse step in confidently if needed? A quick retirement check-in helps both partners stay aligned. Schedule a meeting today to review!

Join us as we congratulate Thomas Burke and Jeffrey Fiehler on their continued excellence!Once again, they have been nam...
07/31/2026

Join us as we congratulate Thomas Burke and Jeffrey Fiehler on their continued excellence!

Once again, they have been named to Forbes' 2026 Best-In-State Wealth Advisors list with Tom Burke, CFP®, ChFC®, APMA® ranking #22, and Jeff Fiehler, APMA® ranking #31.

This continued recognition reflects the dedication and genuine care Tom and Jeff bring to every client relationship at Syntegra Private Wealth Group. Congratulations, Tom and Jeff!

Saving for a child’s future? 📚 Check the graphic for how 530A, 529, and UTMA/UGMA compare. Let us help you choose the ri...
07/17/2026

Saving for a child’s future? 📚 Check the graphic for how 530A, 529, and UTMA/UGMA compare. Let us help you choose the right fit together.

Schedule a meeting with an advisor today to discuss potential strategies!

Features, eligibility requirements, contribution limits, tax treatment, financial aid treatment, and governmental incentives associated with 530A accounts are based on currently available information and are subject to future legislative, regulatory, and administrative changes. Financial aid treatment may vary based on individual circumstances, account ownership structure, school methodology, and future regulatory changes. Investing involves risk, including possible loss of principal. Account features, tax treatment, and eligibility requirements vary and may change over time.

More information doesn't always mean better decisions. Not all information requires action, sometimes selectivity is the...
07/02/2026

More information doesn't always mean better decisions. Not all information requires action, sometimes selectivity is the advantage.

Let's talk about keeping your plan aligned with your goals, not the news cycle. 📊

Sources for reference:

https://www.prnewswire.com/news-releases/investors-missed-the-best-of-2024s-market-gains-latest-dalbar-investor-behavior-report-finds-302416023.html
https://theprudentspeculator.com/blog/articles/morningstars-mind-the-gap-2024-reviewing-investor-returns/

Address

St. Louis, MO

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+13148027232

Website

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