Investment Management

for Individuals

Financial professionals with over 15 years of experience in the industry
Investing is not just about contributing to your company 401(k) plan.  The Wealth Syndicate believes that the foundation for successful investing is a diversified investment portfolio that provides flexibility through ever changing markets and making sure that we understand and incorporate an individual's risk tolerance.  We take pride in educating the average investor and helping them build a portfolio unique to their goals.
  • We offer many asset allocation models which can be customized to meet our clients needs
  • We emphasize on goals-based investments
  • We are a tiered fee based platform which avoids commissions and large upfront charges
  • Based on our clients risk tolerance, we regularly monitor our clients portfolio and make recommendations when necessary
  • We provide reviews (quarterly, semi annually or annually) so that our clients are kept up-to-date on the status of their investments 
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Creating Your Pathway to Wealth