Syntegra Private Wealth Group

Syntegra Private Wealth Group A private wealth advisory practice

Saving for a child’s future? 📚 Check the graphic for how 530A, 529, and UTMA/UGMA compare. Let us help you choose the ri...
07/17/2026

Saving for a child’s future? 📚 Check the graphic for how 530A, 529, and UTMA/UGMA compare. Let us help you choose the right fit together.

Schedule a meeting with an advisor today to discuss potential strategies!

Features, eligibility requirements, contribution limits, tax treatment, financial aid treatment, and governmental incentives associated with 530A accounts are based on currently available information and are subject to future legislative, regulatory, and administrative changes. Financial aid treatment may vary based on individual circumstances, account ownership structure, school methodology, and future regulatory changes. Investing involves risk, including possible loss of principal. Account features, tax treatment, and eligibility requirements vary and may change over time.

More information doesn't always mean better decisions. Not all information requires action, sometimes selectivity is the...
07/02/2026

More information doesn't always mean better decisions. Not all information requires action, sometimes selectivity is the advantage.

Let's talk about keeping your plan aligned with your goals, not the news cycle. 📊

Sources for reference:

https://www.prnewswire.com/news-releases/investors-missed-the-best-of-2024s-market-gains-latest-dalbar-investor-behavior-report-finds-302416023.html
https://theprudentspeculator.com/blog/articles/morningstars-mind-the-gap-2024-reviewing-investor-returns/

Diversification is often thought of in terms of returns, but it can also shape how performance is experienced over time....
06/15/2026

Diversification is often thought of in terms of returns, but it can also shape how performance is experienced over time.

This is one of many concepts we explore when reviewing a portfolio in the context of an individual's goals.

For educational purposes only. Not investment advice. Want to learn more? Reach out to start a conversation.

Continuing our “Meet the Team” series, we’re excited to introduce Terry Moyers APMA®!Terry enjoys spending time with his...
06/04/2026

Continuing our “Meet the Team” series, we’re excited to introduce Terry Moyers APMA®!

Terry enjoys spending time with his wife, Jamie, and their three children, Gavin, Madelynn, and Myla. Family is at the center of his life, and he values making lasting memories together. Outside of work, he enjoys the outdoors, fishing, golfing, and cheering on St. Louis Cardinals baseball and St. Louis Blues hockey.

As a financial advisor, Terry is dedicated to helping individuals and families pursue their financial goals through personalized guidance and trusted relationships. He takes pride in understanding each client’s unique priorities and building financial strategies designed to support their long-term well-being.

Individuals who hold the APMA® designation have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

Behavioral biases can influence investment decisions, especially during periods of uncertainty. Recognizing those patter...
05/06/2026

Behavioral biases can influence investment decisions, especially during periods of uncertainty. Recognizing those patterns may help support more disciplined long-term thinking.

This material is provided for general educational purposes and is not a recommendation or individualized investment advice.

Idle cash doesn’t have to stay idle.How it’s positioned can shape flexibility, liquidity, and opportunity.Learn more her...
04/29/2026

Idle cash doesn’t have to stay idle.
How it’s positioned can shape flexibility, liquidity, and opportunity.

Learn more here.

How current tax law may influence long-term planning decisions.Certain strategies are often evaluated in today’s environ...
04/23/2026

How current tax law may influence long-term planning decisions.

Certain strategies are often evaluated in today’s environment.
But structure, timing, and individual circumstances matter.

This piece outlines a few concepts commonly considered in estate and wealth transfer planning, along with key considerations.

The goal isn’t just strategy.
It’s understanding how decisions today may shape future flexibility.

What you build matters.How it’s structured matters just as much.A few planning considerations high-income households oft...
04/15/2026

What you build matters.
How it’s structured matters just as much.

A few planning considerations high-income households often overlook.

Small tweaks.More structure.Less second-guessing.A more intentional approach.Certain strategies discussed may only be av...
04/09/2026

Small tweaks.
More structure.
Less second-guessing.

A more intentional approach.

Certain strategies discussed may only be available to eligible investors and depend on employer plans, income thresholds, and regulatory requirements.
Certain strategies discussed may limit potential gains, increase costs, or result in losses.

Address

St. Louis, MO

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+13148027232

Website

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