Fiduciary

a fiduciary is a person or organization that owes to another the duties of good faith and trust. The highest legal duty of one party to another, it also involves being bound ethically to act in the other’s best interests.

It’s time to make a choice. Plan for your future.

It’s as simple as making a phone call, and sitting down with a Registered Investment Advisor. I offer a plethora of financial services – including hedge funds, mutual funds, estate planning, and insurance advice.

Why Should I Trust RIA?

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Registered Investment Advisors are not here to sell, but to guide.

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Registered Investment Advisors are not tied to any specific family of funds or investment products.

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Registered Investment Advisors are here to serve your interests – no one else’s.

 

Meet Scott Stooksbury

 

PRESIDENT AND FOUNDER 

Principal, Fiduciary 
Virtue Capitol Management., LLC IAR
Dave Ramsey ELP Financial Advisor 

Scott Stooksbury is the president and founder of Synergy Wealth Management, an independent, full-service financial planning firm providing clients with tailored retirement income strategies. Scott has worked in a variety of industry positions including investment banking and brokerages during his more than 20 year career, and uses his extensive industry experience to provide clients with the independent, unfiltered guidance they desire.

Committed to transparency, accessibility and communication, Scott works diligently to be a resource for his clients. He listens attentively to clients’ personal and financial situations, as well as their wants and dreams, before providing objective guidance, and has done such a good job meeting and exceeding clients’ needs that he has been featured on CBS, FOX, NBC and ABC. […]

If you knew you had guaranteed income for life as part of your overall retirement plan

What would you do?

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Our Mission

Our mission is to help our clients make smart investment and financial decisions

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Educational Workshops

Gain Financial Intelligence. Attend an educational workshop.

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Services Offered

Synergy Wealth Management specializes in these Financial & Insurance products.

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A Legal Fiduciary Responsibility

 

As a Registered Investment Advisor, I have a legal, fiduciary responsibility to always work in your (my client’s) best interest. I offer a complete range of investment services, from managing money in the market to safe money products. What every client needs is different, and I’m here to help you plan for your future and your children’s future. I act in your best interest every time, all of the time.

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We’d love to hear from you!

Please give us your contact information and we’ll be happy to reach out to you.
Ask us any questions you may have, and we’ll be sure to help answer them.

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5 Types of Guaranteed Income in Retirement

Phone (678) 738.7000

Investment advisory services offered through Virtue Capitol Management, a SEC-Registered Investment Advisor.  Virtue Capitol Management does not provide legal or tax advice.  Investment Advisor Representatives of Virtue Capitol Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements.    Insurance and annuity products are sold separately through Synergy Wealth Management.  Securities transactions for Virtue Capitol Management clients are placed through Trust Company of America, TD Ameritrade and Jefferson National Life Insurance Com