HighPointe Financial Group and Synergy Wealth Solutions are excited to announce a new alliance that will align the organization to become one of the largest wealth management firms in the region.
With Brian Roberts, CEO of Synergy Wealth Solutions at the helm of this merge, the combined firms will be home to over 140 advisors managing more than 6.7 billion in assets. With a wide-ranging team of specialists and staff, the firm now services over 62,000 clients across the US and expands the firm’s region to four states.
“I am beyond excited about this opportunity that we have been given. Synergy Wealth Solutions is one of the fastest growing MassMutual firms and we are looking forward to continuous growth”, says Roberts.
Synergy Wealth Solutions will continue to provide clients with exceptional financial products and services. The integration of the two firms brings more resources, technology, and intellectual capital to the region.
“This alliance will allow us to provide best in class service and quality to our communities and clients”, says Roberts, “I am excited about the opportunity before us and the true impact we make now and for many years to come.”
For more information, visit www.synergywealthsolutions.com and follow Synergy Wealth Solutions on Facebook, LinkedIn and Twitter.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC www.sipc.org. 10975 Benson Drive, Suite 350, Overland Park, KS 66210. Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. About MassMutual – MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. MassMutual offers a wide range of financial products and services, including life insurance, disability income insurance, long term care insurance, annuities, retirement plans and other employee benefits. For more information, visit www.massmutual.com. CRN202201-258811
