Our Philosophy

At Synergy Wealth Management, we believe the mark of a life well spent is one where you are true to your values, such as honesty, hard work, and respect for others. We know that relationships are very important and that earning someone’s trust is sacred.

Plan a Comfortable and Secured Retirement

We believe that although peace of mind is not for sale, it can be achieved with efforts and planning for a comfortable and secure retirement. The key is to build trustworthy relationships with professionals who educate you about retirement options while offering proven real world solutions that work for your individual retirement needs and concerns. As professional advisers, we believe you have the right to:

  • Receive relevant advice and information from well-educated and experienced advisors
  • Be fully informed and educated about all of your retirement financial options
  • Have a sincere professional explain, clarify, and simplify your choices
  • Have an honest up front “both sides of the coin” explanation with full disclosure
  • Be offered ideas and solutions that work in the real world
  • Never be pressurized into making quick or uninformed decisions
  • Receive continued and ongoing personal service throughout your retirement years
  • Keep all financial affairs completely confidential from others
  • Have all information presented based solely on truths and facts

Schedule Your Appointment with

Scott Stooksbury
Today!

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