Syntegra Private Wealth Group

Syntegra Private Wealth Group A private wealth advisory practice

Behavioral biases can influence investment decisions, especially during periods of uncertainty. Recognizing those patter...
05/06/2026

Behavioral biases can influence investment decisions, especially during periods of uncertainty. Recognizing those patterns may help support more disciplined long-term thinking.

This material is provided for general educational purposes and is not a recommendation or individualized investment advice.

Idle cash doesn’t have to stay idle.How it’s positioned can shape flexibility, liquidity, and opportunity.Learn more her...
04/29/2026

Idle cash doesn’t have to stay idle.
How it’s positioned can shape flexibility, liquidity, and opportunity.

Learn more here.

How current tax law may influence long-term planning decisions.Certain strategies are often evaluated in today’s environ...
04/23/2026

How current tax law may influence long-term planning decisions.

Certain strategies are often evaluated in today’s environment.
But structure, timing, and individual circumstances matter.

This piece outlines a few concepts commonly considered in estate and wealth transfer planning, along with key considerations.

The goal isn’t just strategy.
It’s understanding how decisions today may shape future flexibility.

What you build matters.How it’s structured matters just as much.A few planning considerations high-income households oft...
04/15/2026

What you build matters.
How it’s structured matters just as much.

A few planning considerations high-income households often overlook.

Small tweaks.More structure.Less second-guessing.A more intentional approach.Certain strategies discussed may only be av...
04/09/2026

Small tweaks.
More structure.
Less second-guessing.

A more intentional approach.

Certain strategies discussed may only be available to eligible investors and depend on employer plans, income thresholds, and regulatory requirements.
Certain strategies discussed may limit potential gains, increase costs, or result in losses.

Today’s tax landscape may not be tomorrow’s.Long-term planning accounts for change, not just the present.
03/30/2026

Today’s tax landscape may not be tomorrow’s.
Long-term planning accounts for change, not just the present.

Periods of elevated income can present additional planning considerations.Charitable planning strategies may help to:• S...
03/25/2026

Periods of elevated income can present additional planning considerations.

Charitable planning strategies may help to:
• Support tax‑efficient planning
• Manage liquidity considerations
• Align giving with philanthropic goals

Philanthropy isn’t just a year-end decision; it’s part of a long-term plan.

Continuing our “Meet the Team” series, we’re excited to introduce Brent Roever, CFP®!Brent, his wife, and their three da...
03/22/2026

Continuing our “Meet the Team” series, we’re excited to introduce Brent Roever, CFP®!

Brent, his wife, and their three daughters have a tight-knit relationship with their extended family and friends, often spending time with his parents, siblings, nieces, and nephew. This strong connection reinforces his deep-rooted family values.

He also enjoys spending time outdoors, hiking, hunting, and fishing, and likes taking on home remodeling and landscaping projects. These interests not only reflect who he is but also help him connect with clients on a more personal level.

The CFP® certification is obtained by completing an advanced college-level course of study addressing the financial planning subject areas that the CFP® Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, a comprehensive certification exam and agreeing to be bound by the CFP® board’s Standard of Professional Conduct.

Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Syntegra Private Wealth Group, LLC, a Registered Investment Advisor. Private Client Services and Syntegra Private Wealth Group, LLC are unaffiliated entities.

Please join us in welcoming Mia Schieffer to the team! Mia was born and raised in St. Louis and will be completing her B...
03/12/2026

Please join us in welcoming Mia Schieffer to the team!

Mia was born and raised in St. Louis and will be completing her Bachelor’s Degree in Business Administration and Spanish at UMSL this May. She is excited to begin her journey in the financial planning profession and looks forward to learning from the incredible experience and connections within our team as she works toward becoming a financial advisor.

Outside of school and work, Mia enjoys long walks, listening to podcasts, spending time with her family, and singing.

We’re excited to have Mia join the team and look forward to seeing all she accomplishes.

Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Syntegra Private Wealth Group, LLC, a Registered Investment Advisor. Private Client Services and Syntegra Private Wealth Group, LLC are unaffiliated entities.

For many founders, selling a business is a once-in-a-lifetime event.It often represents decades of work, risk, and sacri...
03/09/2026

For many founders, selling a business is a once-in-a-lifetime event.

It often represents decades of work, risk, and sacrifice.

What surprises many owners is how much the tax outcome of the sale is determined long before negotiations even begin.

The structure, ownership, and planning decisions made years earlier can have a meaningful impact on the result.

Most people focus on how much they have saved.Fewer pay attention to where those dollars sit from a tax perspective.The ...
03/06/2026

Most people focus on how much they have saved.
Fewer pay attention to where those dollars sit from a tax perspective.

The tax triangle helps frame that conversation.

Some assets are tax-deferred, like traditional retirement accounts.
Some are tax-free, like Roth accounts.
Others are taxable, such as individual or joint investment accounts.

Each bucket has a role.
The challenge is that many portfolios lean heavily in one direction without realizing it.

Too much in tax-deferred accounts can create larger tax bills later, especially when required distributions begin.
Too little flexibility across account types can limit planning opportunities when income, tax laws, or life circumstances change.

Good planning is not about avoiding taxes entirely.
It is about having options.

At Syntegra, we look at how dollars are positioned today and how they may be taxed tomorrow.
Balancing the tax triangle helps create flexibility, control, and confidence over time.

Taxes change.
Options matter.

Advisory products and services offered by Investment Advisory Representatives through Syntegra Private Wealth Group, LLC, a Registered Investment Advisor. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.

Address

St. Louis, MO

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+13148027232

Website

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