Syrios Wealth Management Group

Syrios Wealth Management Group provides wealth and investment management, financial planning and consulting, and fiduciary and non‑fiduciary advisory services to individuals, high net worth families, pension and profit‑sharing plans, non‑profits and corporate clients. The firm also advises on the selection of third‑party asset managers and offers a bundled wrap fee portfolio management option in addition to standalone planning engagements.

The firm implements customized investment policy statements and a mix of active and passive strategies across equities, fixed income, ETFs, mutual funds and alternative investments, managing accounts on both discretionary and non‑discretionary bases. SWMG commonly uses third‑party managers and program platforms — including managers available through Wells Fargo’s Personalized Unified Managed Account and Fundsource programs — and emphasizes ongoing monitoring for asset allocation, tax efficiency and changes in client circumstances.

Noteworthy aspects disclosed in the brochure include a relatively large asset base for a small advisory team (approximately $424.6 million in client assets with two advisors) and explicit participation in a wrap‑fee program that bundles transaction and custody services. The brochure also describes specific brokerage relationships and promotional practices that are uncommon among peers — for example, participation in TradePMR’s asset match offer and the use of testimonials and third‑party ratings in advertising — and explains how the firm seeks to address related conflicts of interest.