Medicare Enrollment Guidance
We can provide guidance on the type of Medicare plan that clients choose when they are first enrolling in Medicare. We are here to help, so let us serve as a resource on this very important topic.
New Goal Tracking Tools in Wealth360°
Recently we released an update to your Wealth360° Personal Financial Management site, which includes a new goal tracking feature.
Recovering from Hurricane Harvey
Last week’s devastation from Hurricane Harvey is still being felt up and down the Texas Gulf Coast.
The Addition of International Real Estate
We’re always studying the global markets landscape and researching potential asset classes for inclusion in our portfolios.
Q2 2017 Newsletter
Our latest newsletter features articles and market commentary from Mike Booker, Mike Minter, Kevin Nelson, Bryan Zschiesche, and Will Goodson.
Financial Synergies Named to 2017 Financial Times 300 Top Registered Investment Advisers!
Financial Synergies Asset Management is pleased to announce it has been named to the 2017 Financial Times 300 Top Registered Investment Advisers!
In Case You Missed It: Bryan on Houston Matters
Last week Bryan was a feature guest on Houston Matters, answering callers’ questions about financial planning, retirement, and general financial advice.
Q1 2017 Newsletter
Check out our Q1 2017 Newsletter.
Top Wealth Manager Ranking 2017
The Houston Business Journal has ranked Financial Synergies as a top wealth management and money management firm in Houston for three consecutive years.
Financial Synergies Team Video
If there are people in your life who may benefit from our services, and we’ve never been introduced, please feel free to share our company video with them.
Financial Synergies Welcomes Kevin Nelson
Financial Synergies is excited to announce the addition of our newest advisor, Kevin A. Nelson. With 11-years of financial advisory experience, Kevin brings a wealth of knowledge and fresh perspectives to our team.
Q4 2016 Newsletter
Our latest newsletter features articles on various topics including historical stock market performance, small-cap stocks, and post-election markets.
Giving Thanks
With gratitude and appreciation, the team at Financial Synergies wishes you, your family, and your friends a safe, warm, and happy Thanksgiving.
Changes to Money Market Funds in Your Accounts
Due to upcoming regulation, we recently began the process of changing the money market funds (the cash position) in your accounts.
The Two-Minute Tour
Curious about where we work and who we are? Watch this video to take a brief two-minute tour of our office!
