Strong Fit Identified

You May Be a Strong Fit for Synergos’s Planning Process

Based on your responses, our planning model and your situation appear to be well aligned.

STEM & tech professionals Typically 5+ years from retirement Self-directed investors

Who We Serve Best

Synergos primarily works with STEM professionals in the tech industry who are at least five or more years from retirement and want a structured, advice-only planning relationship without handing over investment management.

Next Step: Schedule Your Intro Call

Use the calendar below to schedule a brief introductory call. We’ll confirm fit, discuss your goals, and outline where our process can add the most value.

  • 30–45 minute call
  • No hard sell or obligation
  • Focused on clarity, not complexity

Choose a time that works for you:

 

Synergos Advisory LLC is a Registered Investment Adviser in the State of Washington. This page does not constitute a recommendation or guarantee of engagement.