Synergy Wealth Management - UBS Financial Services Inc. - Fort Wayne, Indiana

Introduction

Nestled in the heart of Fort Wayne, Indiana, Synergy Wealth Management, in association with UBS Financial Services Inc., stands as a beacon of financial expertise and personalized service. Located at 200 E Main St, Suite 900, IN 46802, this esteemed financial institution is dedicated to helping clients navigate the complexities of wealth management, retirement planning, and investment strategies.

Main Services

• Wealth Management: Synergy Wealth Management offers comprehensive wealth management services, tailored to each client's unique financial goals and circumstances. This holistic approach encompasses investment management, financial planning, and wealth preservation strategies.
• Private Wealth Management: For high net worth individuals and families, the firm provides exclusive Private Wealth Management services. This includes access to UBS's global network, bespoke investment solutions, and specialized wealth transfer strategies.
• Chartered Retirement Planning Counselor: The team includes certified professionals who specialize in retirement planning. They help clients prepare for retirement, manage their assets during retirement, and navigate the complex landscape of retirement income planning.
• Portfolio Management: Synergy Wealth Management offers discretionary and non-discretionary portfolio management services. Their experienced portfolio managers employ a rigorous research process and risk management techniques to build and manage portfolios aligned with clients' objectives and risk tolerance.
• Financial Planning: The firm's financial planners work closely with clients to create comprehensive financial plans. This includes strategies for budgeting, saving, investing, tax planning, estate planning, and risk management.

Location and Access

Synergy Wealth Management is situated in the revitalized downtown area of Fort Wayne, within the prestigious Lincoln Tower building. The office is conveniently located near major thoroughfares, making it easily accessible from all parts of the city. The nearest major intersection is E. Main St and N. Barr St.

Parking: Complimentary parking is available in the Lincoln Tower garage, with a wheelchair-accessible parking spot on the first level. Valet parking is also available at the main entrance of the building.

Public Transportation: The Fort Wayne Citilink bus system stops nearby, with the closest stop being Main & Barr, just a short walk from the office.

Featured Characteristics

• Wheelchair Accessibility: Synergy Wealth Management is committed to ensuring that all clients can access their services. The office is equipped with a wheelchair-accessible entrance, parking lot, and restroom.
• Appointments Recommended: To ensure clients receive the most comprehensive and personalized service, appointments are recommended. This allows the team to dedicate ample time to each client's unique financial situation and goals.

Practical Information

• Address: 200 E Main St, Suite 900, Fort Wayne, IN 46802
• Phone: 260-421-3113
• Website: advisors.ubs.com
• Hours: Monday - Friday, 8:30 AM - 5:00 PM (EST). The office is closed on Saturdays and Sundays.

Opinions and Average Opinion

At the time of writing, Synergy Wealth Management does not have any reviews on Google My Business. This could be due to the firm's focus on privacy and discretion, as many of their clients may prefer to keep their financial affairs private. However, this lack of online reviews should not be seen as a reflection of the quality of service provided. Instead, it underscores the firm's commitment to building long-term, trusting relationships with clients, often behind the scenes.

While there are no online reviews to draw from, it is worth noting that UBS, the parent company of Synergy Wealth Management, is one of the world's leading wealth management firms. UBS has been recognized for its excellence in wealth management by numerous independent bodies, including Global Finance, Asiamoney, and Euromoney. This track record suggests that clients of Synergy Wealth Management can expect a high level of professionalism, expertise, and personalized service.