Overview

Our team is in a great position to help transitioning advisors or advisors who want more support in growing their business. We are an experienced, multi-generational, credentialed and energetic team. In the five transitions that we've helped with, client satisfaction has been high and retention has been over 98%. We are looking for additional opportunities as we continue to expand our team locally and nationwide. As a company, Syntegra Private Wealth Group continues to expand marketing opportunities, practice management offerings and asset management.

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