Synergy Wealth Alliance

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Synergy Wealth Alliance Trusted Advice for Life. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

www.finra.org, www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. At Synergy Wealth Alliance, we are passionate about what we do and about helping others. We firmly believe that as advisors, our role is not simply to serve clients but to do so in a way that educates and empowers them to take an active role in managing their finances. We are a full-service investment services firm, with offices in Altamonte Springs, The Villages, Orange City, and Tampa. We provide our clients with the knowledge and resources of a large corporation, but with the attention and personal touch of a small boutique firm. Our team structure enables an intimate, client-focused approach with a goal to create extraordinary lifestyles for our clients through clarity, vision, and intelligent financial decisions. We achieve lasting relationships by meeting expectations and maintaining our uncompromised devotion to our values, families, and communities. Because financial freedom means different things to different people, we take the time to understand what it means to you. We strive to give you the appropriate tools to help you understand your financial possibilities. Whether it’s funding a college education, financing a wedding, or pursuing the financial freedom to live out your dreams, we can help. With us, financial planning is more than just numbers, it’s about creating a better lifestyle for you.

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10/19/2026

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun video.

Learn about cyber liability insurance in this entertaining video.

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would...
10/16/2026

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would you do with yours?

This article examines one's options when receiving a work bonus or other financial windfalls.

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10/14/2026

Ever wonder about those free credit scores you get once a year?

What’s the deal with your yearly free credit report?

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10/12/2026

You can help ensure that losing your wallet doesn't turn into something bigger.

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Second homes have unique risks and insuring them is different than a primary home.
10/09/2026

Second homes have unique risks and insuring them is different than a primary home.

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Address

215 Westmonte Drive
Altamonte Springs, FL
32714

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

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