Investing for a Brighter Future

SYNTROPY WEALTH

MANAGEMENT

Nearly 25 years of investment experience has taught us that the foundation of a good relationship is trust and integrity. At Syntropy, we build meaningful, long-term relationships that allow us to really get to know our clients and their particular financial needs and goals. We are committed to pursuing what's best for our clients and their unique circumstances. Comprehensive financial planning allows us to create solutions that are a true match for each individual. 

TRUE WEALTH MANAGEMENT

Syntropy Wealth Management goes well beyond solely managing your investment assets. Financial planning is at the core of each relationship: you can have peace of mind knowing that all of your financial goals and assets have been taken into consideration.
 

RETIREMENT/
INVESTMENTS
EDUCATION
SAVINGS
TAX
EFFICIENCY
 
INSURANCE
NEEDS
 
FINANCIAL
PLANNING
ESTATE
PLANNING
BANKING &
CASH
MANAGEMENT
ALTERNATIVES & CAPITAL
MARKETS
 
EMPLOYEE
BENEFITS

TRUE INTEGRITY

 We aim for total transparency in all that we do. We have nothing to hide. We are an independent financial advisory firm which means there are no corporate sales goals, no product promotion, and no sales managers that tell us what we should sell you. Our only source of revenue is client fees, which are clearly stated and explicitly charged, not hidden and embedded in products. There are no product commissions, nor do we have any association or commitment with any fund company.

We are dedicated to always acting with honesty, competence and diligence.

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PASSIONATE ABOUT THE FUTURE

Investing for a Brighter Future

Syntropy Wealth Management’s mission is twofold: to help each client achieve their personal financial goals and to make a difference in the world by minimizing investments in high carbon emitting companies while focusing on those which are diligently working towards a more sustainable world.

 

The global economy is being propelled by those innovative, forward looking companies which are working towards making a difference and solving the environmental crisis.

We believe that investing in sustainable, climate conscious companies is not only the moral thing to do but will help drive our client’s portfolios and the financial freedom they desire. 

ABOUT SYNTROPY

 
Experience

Derek founded Syntropy Wealth Management in 2018 after working 23 years for three of the largest nationwide financial services companies; always with a goal of truly providing for the financial needs for his individual clients. For the last 11 years he worked as a wealth management advisor for 500 households, accounting for over a $1 billion.

 

Derek is a Certified Financial Planner (learn the benefits of working with a CFP® Professional), Certified Employee Benefits Specialist (CEBS) and  holds, or has held, FINRA Series 7, 24, 63 & 65. He received his undergraduate B.S. degree from his hometown University of Cincinnati and his M.S. graduate degree from his adopted hometown, the University of Texas at Austin. 

Passion

Derek has a great love for the outdoors and is very passionate about the environment. After thorough research it became clear to him that one of the most impactful ways to help make the world a better, safer and more sustainable place is to build a "green portfolio". Learn more about Environmental, Social and Governance (ESG) investing. Derek is involved with the Sierra Club, the Nature Conservancy, 350.org and is a member of 1% for the Planet where he donates 1% of Syntropy Wealth's revenue to environmental charities.

His excitement for financial planning and his passion for the environment led to the creation of Syntropy. Our goal is not only to provide sound investment management but to create greater value by helping to improve the quality of our clients' lives, the community around us, and the environment.  

CONTACT US

 

For any inquiries,

please call or email us:

512-740-7333  |   derek@syntropywealth.com

Our address

By Appointment Only

Get In Touch

7500 Rialto Blvd., Bldg. 1, Suite 250

Austin, Texas 78735

© 2018 Syntropy Wealth Management. Syntropy Wealth Management, LLC is a Texas domiciled registered investment advisor.