Investing for a Brighter Future
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.
Sound asset management strategies firmly based on diversification and asset allocation with regards to your goals, risk tolerance, time frame and taxes.
Recent legislative changes have made some of the best tax savings available through various education plans; access to 529s, UTMA and Coverdell accounts
Mitigation of taxes is often overlooked but can help boost your total return; using tax efficient products, asset location and tax loss harvesting minimize tax exposure
Lack of proper insurance can devastate a plan; evaluation of life, disability, long term care, homeowners and umbrella to ensure there are no major gaps
At the foundation of every successful person is a detailed, working financial plan; forward thinking, proactive engagement and hypothetical scenarios to weigh your options
Detailed estate planning should be in place at all times; we partner with expert attorneys to properly distribute your wealth, both during life and after.
Opportunities for better rates through high yield money markets, credit cards, mortgage and other debt management products
ALTERNATIVES & CAPITAL
Access to private offerings, such as direct real estate, bank loans and infrastructure (may be limited to qualified or accredited investors)
In addition to retirement funding, often times your employer offers better deals, such as group life, long term care, and disability insurance, than you could get on your own
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.
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.
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, 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.
For any inquiries,
please call or email us:
512-740-7333 | email@example.com
(By Appointment Only)
9200 Sandstone St., Suite 101
Austin, Texas 78737