Worried that your financial strategy is

Missing Something?

We can help you add the missing pieces.

We’re here to help you feel confident in your financial future.

At Synergistic Wealth Management, we take a unique approach to financial planning. Instead of talking about how we’re going to build a financial plan around your mortgage, we ask, “How can a mortgage help you achieve your financial goals?”

You see, our years of experience on the private wealth side of banking have shown us that a mortgage can be one of the best wealth-creating tools you ever have — if you know the right way to use it. That’s why we’re so passionate about showing you how a smart mortgage strategy fits into your overall financial plan.


“For me, it’s an immense privilege and responsibility to be a guardian of other people’s money and financial wellbeing.”

– David Ingle, Investment Adviser Representative

Take Control of

Your Future

Your life and your dreams are unique to you. Your financial strategy should be, too. We can help you build a financial strategy that fits your lifestyle, using the following services:


Mortgage Wealth Management
Retirement Income Strategies
Wealth Management
IRA/401(k) Rollovers


Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies


IRA Legacy Planning

We can also refer you to professionals who provide the following services:

Charitable Giving
Estate Planning
Tax Planning

Are you ready to discover a better way of managing your wealth and ensuring your long-term financial success?

Or give us a call at 480-339-6552.