Retirement

Planning

done Right

Proper Planning for a Better Future

Trusted Advisor

Our clients know they are in good hands as we treat everyone like family, it's just how we do business

Substantial Tax Savings

We specialize in finding tax savings for your retirement that in some cases can save you millions throughout your retirement

About Scott

Scott Stooksbury is the president and founder of Synergy Wealth Management, an independent, full-service financial planning firm providing clients with tailored retirement income strategies. Scott has worked in a variety of industry positions including investment banking and brokerages during his more than 20-year career, and uses his extensive industry experience to provide clients with the independent, unfiltered guidance they desire.

Committed to transparency, accessibility and communication, Scott works diligently to be a resource for his clients. He listens attentively to clients’ personal and financial situations—as well as their wants and dreams—before providing objective guidance, and has done such a good job meeting and exceeding clients’ needs that he has been featured on CBS, FOX, NBC and ABC.

Scott Stooksbury

Financial Services Specialist

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