Synergy Wealth Alliance (operating alongside its affiliated SEC-registered investment adviser, Synergy Investment Management, LLC) is an independent fiduciary wealth management and retirement planning firm headquartered on North Westmonte Drive in Altamonte Springs, Seminole County, Florida. Led by a collaborative team of senior advisors including Brian Wise, CFP®, CPFA®, Managing Partner Shawn A. Walton, Partner Chris Claude, and Wealth Advisor Thomas L. Henry, the firm serves retirees, business owners, and families across Altamonte Springs, Longwood, Lake Mary, and Maitland with customized retirement income distribution, discretionary portfolio management, and estate legacy planning.
Official Verification Sources: SEC Investment Adviser Public Disclosure (Synergy Investment Management, LLC); FINRA BrokerCheck Profile (Brian Wise, CFP®, CPFA®); FINRA BrokerCheck Profile (Shawn Anthony Walton); Synergy Wealth Alliance Official Website
Issuer: SEC / FINRA (Synergy Investment Management, LLC & LPL Financial LLC)
Notes: SEC File #801-129970; Synergy Investment Management, LLC (CRD #305961) is an independent SEC-registered Investment Adviser headquartered at 215 N Westmonte Dr, Altamonte Springs, FL 32714, with securities and additional advisory services offered through LPL Financial LLC (CRD #6413, SEC File #801-10970).
Issuer: CFP Board / NAPA / FINRA / SEC IAPD
Notes: Advisory leadership includes Wealth Advisor Brian Wise, CFP®, CPFA® (CRD #5431284), Managing Partner Shawn Anthony Walton (CRD #5748631), Wealth Advisor Thomas Lee Henry (CRD #1114405), and Partner Chris Claude.
Factual details and direct answers about Synergy Wealth Alliance's services, licensing, and credentials.
How is Synergy Wealth Alliance in Altamonte Springs registered with the SEC?
Synergy Wealth Alliance provides fiduciary investment advisory services through its affiliated SEC-registered Investment Adviser, Synergy Investment Management, LLC (CRD #305961, SEC File #801-129970), as well as through LPL Financial LLC (CRD #6413).
Who are the key advisors at Synergy Wealth Alliance's Altamonte Springs headquarters?
The Altamonte Springs team includes Certified Financial Planner™ practitioner and Certified Plan Fiduciary Advisor® Brian Wise, CFP®, CPFA® (CRD #5431284), Managing Partner Shawn A. Walton (CRD #5748631), veteran advisor Thomas L. Henry (CRD #1114405), and Partner Chris Claude.
Where is Synergy Wealth Alliance located in Seminole County?
The firm's corporate headquarters is located near Cranes Roost Park and Interstate 4 at 215 North Westmonte Drive, Altamonte Springs, Florida 32714.
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