We develop comprehensive financial solutions to help you – STEM entrepreneurs and professionals – achieve the quality of life you aspire to.
We will help you define what values and motivations are important to you. They serve as the foundation for you to make informed financial decisions aligned with your goals and financial resources. We have found our clients are most successful when they can make that alignment.
It doesn’t end with just a financial plan. As we implement and monitor progress against goals, we will work closely with you, encouraging you to make positive changes in financial behavior. We will serve as your accountability partner, consistent with the collaborative process we advocate.
We always put our clients’ interests first. Synergos is a flat-fee advisor and does not sell any financial products or receive commissions, referral fees or payments from insurance or investment products.
We understand you lead a busy life. So we’ve developed tools to facilitate online collaboration. We want to ensure your time is well spent on the process – step-by-step at your pace.
We develop comprehensive financial plans. The plans provide a 360° assessment of your household finances along with recommendations to help you align your values, goals and financial resources. Peace of mind is knowing you are on track.
Tax Planning and Preparation
Perhaps you have incentive or non-qualified stock options (ISOs and NSOs) or restricted stock units (RSUs) or qualified small business stock (QSBS). Knowing your options and how they are taxed can make a significant difference in your financial plans. Synergos models various scenarios and works with a team of CPAs to help you assess the timing of exercise and the tax impact so that you can make informed decisions.
We have partnered with Trust & Will, a nationwide firm that works with financial advisors to help clients make estate plans. All documents have been designed and approved by estate planning attorneys to meet the highest legal standards. For more complex estate planning needs, we coordinate with attorneys who specialize in developing the type of estate plans tailored to your situation.
Depending on what you are investing for and when you want it, we will recommend a portfolio specific to you. Built on Nobel Prize-winning research, your portfolio is designed to generate long-term returns while reducing risk through diversification.
David R. Uhlmann
Founder & CERTIFIED FINANCIAL PLANNER™ Practitioner
Tax Planning & Preparation