Synergy Asset Management, LLC, based out of Bellevue, WA, is a reputable small investment advisory firm with a strong presence in the industry. With over 940 individual clients and a remarkable $678,189,000 in assets under management, they have established themselves as a trusted partner in managing clients' financial portfolios. Their success is evident in their four offices, strategically located to cater to their growing clientele. Synergy Asset Management, LLC specializes in providing investment advisory services for employer 401Ks and individuals, accounting for approximately half of their assets under management. With a wea...