Syntegra Private Wealth Group

Syntegra Private Wealth Group A private wealth advisory practice

Continuing our “Meet the Team” series, we’re excited to introduce Terry Moyers APMA®!Terry enjoys spending time with his...
06/04/2026

Continuing our “Meet the Team” series, we’re excited to introduce Terry Moyers APMA®!

Terry enjoys spending time with his wife, Jamie, and their three children, Gavin, Madelynn, and Myla. Family is at the center of his life, and he values making lasting memories together. Outside of work, he enjoys the outdoors, fishing, golfing, and cheering on St. Louis Cardinals baseball and St. Louis Blues hockey.

As a financial advisor, Terry is dedicated to helping individuals and families pursue their financial goals through personalized guidance and trusted relationships. He takes pride in understanding each client’s unique priorities and building financial strategies designed to support their long-term well-being.

Individuals who hold the APMA® designation have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

Behavioral biases can influence investment decisions, especially during periods of uncertainty. Recognizing those patter...
05/06/2026

Behavioral biases can influence investment decisions, especially during periods of uncertainty. Recognizing those patterns may help support more disciplined long-term thinking.

This material is provided for general educational purposes and is not a recommendation or individualized investment advice.

Idle cash doesn’t have to stay idle.How it’s positioned can shape flexibility, liquidity, and opportunity.Learn more her...
04/29/2026

Idle cash doesn’t have to stay idle.
How it’s positioned can shape flexibility, liquidity, and opportunity.

Learn more here.

How current tax law may influence long-term planning decisions.Certain strategies are often evaluated in today’s environ...
04/23/2026

How current tax law may influence long-term planning decisions.

Certain strategies are often evaluated in today’s environment.
But structure, timing, and individual circumstances matter.

This piece outlines a few concepts commonly considered in estate and wealth transfer planning, along with key considerations.

The goal isn’t just strategy.
It’s understanding how decisions today may shape future flexibility.

What you build matters.How it’s structured matters just as much.A few planning considerations high-income households oft...
04/15/2026

What you build matters.
How it’s structured matters just as much.

A few planning considerations high-income households often overlook.

Small tweaks.More structure.Less second-guessing.A more intentional approach.Certain strategies discussed may only be av...
04/09/2026

Small tweaks.
More structure.
Less second-guessing.

A more intentional approach.

Certain strategies discussed may only be available to eligible investors and depend on employer plans, income thresholds, and regulatory requirements.
Certain strategies discussed may limit potential gains, increase costs, or result in losses.

Today’s tax landscape may not be tomorrow’s.Long-term planning accounts for change, not just the present.
03/30/2026

Today’s tax landscape may not be tomorrow’s.
Long-term planning accounts for change, not just the present.

Periods of elevated income can present additional planning considerations.Charitable planning strategies may help to:• S...
03/25/2026

Periods of elevated income can present additional planning considerations.

Charitable planning strategies may help to:
• Support tax‑efficient planning
• Manage liquidity considerations
• Align giving with philanthropic goals

Philanthropy isn’t just a year-end decision; it’s part of a long-term plan.

Continuing our “Meet the Team” series, we’re excited to introduce Brent Roever, CFP®!Brent, his wife, and their three da...
03/22/2026

Continuing our “Meet the Team” series, we’re excited to introduce Brent Roever, CFP®!

Brent, his wife, and their three daughters have a tight-knit relationship with their extended family and friends, often spending time with his parents, siblings, nieces, and nephew. This strong connection reinforces his deep-rooted family values.

He also enjoys spending time outdoors, hiking, hunting, and fishing, and likes taking on home remodeling and landscaping projects. These interests not only reflect who he is but also help him connect with clients on a more personal level.

The CFP® certification is obtained by completing an advanced college-level course of study addressing the financial planning subject areas that the CFP® Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, a comprehensive certification exam and agreeing to be bound by the CFP® board’s Standard of Professional Conduct.

Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Syntegra Private Wealth Group, LLC, a Registered Investment Advisor. Private Client Services and Syntegra Private Wealth Group, LLC are unaffiliated entities.

Please join us in welcoming Mia Schieffer to the team! Mia was born and raised in St. Louis and will be completing her B...
03/12/2026

Please join us in welcoming Mia Schieffer to the team!

Mia was born and raised in St. Louis and will be completing her Bachelor’s Degree in Business Administration and Spanish at UMSL this May. She is excited to begin her journey in the financial planning profession and looks forward to learning from the incredible experience and connections within our team as she works toward becoming a financial advisor.

Outside of school and work, Mia enjoys long walks, listening to podcasts, spending time with her family, and singing.

We’re excited to have Mia join the team and look forward to seeing all she accomplishes.

Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Syntegra Private Wealth Group, LLC, a Registered Investment Advisor. Private Client Services and Syntegra Private Wealth Group, LLC are unaffiliated entities.

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

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