Synergy Wealth Alliance

Synergy Wealth Alliance Trusted Advice for Life. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

www.finra.org, www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted

from any resident of any other state. At Synergy Wealth Alliance, we are passionate about what we do and about helping others. We firmly believe that as advisors, our role is not simply to serve clients but to do so in a way that educates and empowers them to take an active role in managing their finances. We are a full-service investment services firm, with offices in Altamonte Springs, The Villages, Orange City, and Tampa. We provide our clients with the knowledge and resources of a large corporation, but with the attention and personal touch of a small boutique firm. Our team structure enables an intimate, client-focused approach with a goal to create extraordinary lifestyles for our clients through clarity, vision, and intelligent financial decisions. We achieve lasting relationships by meeting expectations and maintaining our uncompromised devotion to our values, families, and communities. Because financial freedom means different things to different people, we take the time to understand what it means to you. We strive to give you the appropriate tools to help you understand your financial possibilities. Whether it’s funding a college education, financing a wedding, or pursuing the financial freedom to live out your dreams, we can help. With us, financial planning is more than just numbers, it’s about creating a better lifestyle for you.

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
06/01/2026

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

05/29/2026

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic on retirement issues.

05/27/2026

🚀 Advisors: Ready for more freedom, support, and opportunity?

At Synergy Wealth Alliance, we’re building for advisors who want to grow on their terms — whether you prefer the independence of a 1099 model or the stability and support of a W2 platform.

We offer:
✅ Competitive payouts & flexibility
✅ Marketing and growth support
✅ Access to advanced planning strategies
✅ Collaborative culture without micromanagement
✅ Multiple affiliation models to fit your business

Whether you’re an experienced advisor looking to scale or exploring a better long-term fit, let’s connect.

📩 DM us to learn more about opportunities with Synergy Wealth Alliance.

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.
05/27/2026

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
05/25/2026

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

05/25/2026
Children with special needs may need ongoing help after their parents are gone.
05/22/2026

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the h...
05/20/2026

Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the history of bull and bear markets.

This helpful infographic will define bull and bear markets, as well as give a historical overview.

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea ...
05/18/2026

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea how much they are spending on their services, in many cases underestimating the amounts by upwards of \$100 per month.

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

Synergy Wealth Alliance was proud to support the Golf Like A Warrior Tournament through hole sponsorship alongside Jim G...
05/18/2026

Synergy Wealth Alliance was proud to support the Golf Like A Warrior Tournament through hole sponsorship alongside Jim Greene in support of Warriors on Water — an incredible organization dedicated to empowering breast cancer survivors through boating, teamwork, and community.

We’re honored to be a part of events that support strength, resilience, and hope. ⛳💗

Address

215 Westmonte Drive
Altamonte Springs, FL
32714

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

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