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Synergist Wealth Management
New Page
Access Your Account
Services
Guaranteed Basic Income
Retirement Planning Tools
Annuity Benefits
How Annuity Work
Long Term Care
Free Retirement Consultation
About
Blog
Contact
Login Account
Register Seminar Free Gourmet Dinner
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Access Your Account
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  • South Miami Office: Main Office
    5901 SW 74th St, Suite 404
    Miami, FL, 33143

 

  • New Orleans Office: Tise Plaza
    1515 Calliope St.
    New Orleans, LA, 70130

 

  • North Miami Office:
    1801 NE 123rd St, Suite 314
    North Miami, FL, 33181

 

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  • (305) 4-SAFETY

  • Toll Free (888) 406-6652

  • FAX (305) 472-3389

  • info@synergistwealthmanagement.com

SYNERGIST WEALTH MANAGEMENT LLC

Copyright © Synergist Wealth Management
*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.

IMPORTANT CONSUMER INFORMATION

This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the website create an agent-client relationship.

By contacting Synergist Wealth Management, LLC FL Lic#L112641, D.M. Tise FL#W728744, LA#295224, AL#3001230419, MS#10143188 you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.