"You have a mechanic to fix your car.  Why not have a financial advisor to fix your finances?"

-DeWayne Ellis
The Wealth Syndicate uses a defined process in creating a viable financial plan that will provide projections based on a client's current financial position, planning efforts and achieving their goals.  We provide our clients with a comprehensive financial plan that is customized with specific strategies and tactics. 
An essential part of any financial plan is to prepare for the unknown
Professional asset management of various securities & other assets is key to a successful financial plan
The planning really starts after the plan has been created
We believe in putting our clients financial goals first, educating them on complex financial matters and providing them with a comprehensive plan.  Our goal is to provide financial plans that includes the basic tenants of financial planning, create a realistic strategy and provide ongoing follow-up and communication to assist clients in executing their plan.  

Let's start planning your financial future today!