Synergy Wealth Management, LLC

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Synergy Wealth Management Back Our Team Back Why SynergyWM Fee-Only Services What is a Fiduciary Back Class Schedule Back Appointment Request Location and Map Fee Only Fiduciary Financial Managment Scroll WELCOME The Whole is Greater than the Sum of Its Parts Our Story SynergyWM: A Fee-Only Investment Advisor with a Strict Definition of Fiduciary SynergyWM is a fee-only registered investment advisory (RIA) firm providing investment management, financial planning, and wealth guidance. Learn more OUR TEAM We specialize in helping individuals and small companies manage their portfolio in a low cost, academically based manner. Our team focuses on helping clients monitor their financial health so appropriate decisions can be made. Fred lives in Grand Rapids, MI with his wife Heidi, and their sons, Kellen and Beauden. When Fred is not working, he enjoys fishing, hockey, and most importantly, spending time with his family. Fred has also volunteered as a coach for the Grand Rapids Griffins Youth Foundation, a foundation to help underprivileged children learn how to play hockey. Please click below to learn more about Fred. Fred Iacovoni Founder and Managing Principal Learn More Tyler is a Financial Advisor who has been at Synergy Wealth Management since 2013. Tyler along with his wife, Stacie, and daughter Ella, are residents of Hudsonville, Michigan and while not working, Tyler enjoys being outdoors, snowmobiling, boating, and spending time with family and friends. As a previous Divi

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