A complete list of active advisors currently associated with Synergist Private Wealth LLC
Warmer can help you find a great advisor at Synergist Private Wealth LLC or one who fits your needs even better.
Synergist Private Wealth LLC provides advisory services to individuals, high‑net‑worth clients, and trusts and estates, primarily through recommending third‑party managers and offering financial planning. The firm does not directly manage client assets; it acts as a liaison to TPMs, assists with paperwork, and delivers ongoing client support and reporting. The firm’s investment process centers on selecting and monitoring registered third‑party managers: after assessing a client’s situation and objectives it recommends appropriate TPMs, reviews TPM performance and statements, and delivers TPM disclosures to clients. The firm discloses that it receives an ongoing portion of the advisory fees charged by selected TPMs and identifies that arrangement as a potential conflict of interest subject to disclosure and mitigation. Compared with many peers, the firm discloses a prior FINRA enforcement action involving its manager (a suspension and fine in 2021), a material disclosure event that is uncommon among firms in this category. It also explicitly integrates TPM selection and monitoring with other business activities — the managing member conducts insurance sales (about 25% of his time) and manages rental real estate (~10% of his time) — which the firm identifies as additional, disclosed sources of potential conflict.
To learn more about the advisors currently working at Synergist Private Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
New Orleans, LA
| 20
|
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