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Ten Principles of Successful Investing

Have you considered what a “successful” retirement looks like for you?

We’ve designed this brochure to give you an overview of our firm and explain how we can help simplify your financial life to give you true peace of mind and confidence in your future.
In this brochure we discuss:

35+ Years
in Business

Stability and breadth of experience to handle any situation

Fee-Only
Fiduciary

We put your best interests ahead of our own

$1B+ Assets Under Management

Size and scale to our clients’ benefit

Certified Financial PlannerTM Professionals

The gold standard in financial planning expertise

Total Wealth
Management

Full range of financial planning and investment services

FINANCIAL SYNERGIES WEALTH ADVISORS

4400 POST OAK PKWY #200
HOUSTON, TX 77027

Financial Synergies Wealth Advisors is a fee-only Financial Advisor in Houston, TX. We specialize in wealth management services, including comprehensive financial planning and investment management.

For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses.

© 2022 Financial Synergies Wealth Advisors. All Rights Reserved.