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Introducing Wealthramp for Synergy ECP Employees

Financial advice that goes beyond your 401K

Every day you make decisions that affect your financial life – some small, others more complex. A truly excellent independent financial advisor can collaborate one-on-one with you to help you make the most of every financial opportunity and avoid costly mistakes. While the end game is a secure retirement, there are many pivotal moments along your financial journey. 

Wealthramp is your resource for finding your own vetted personal financial advisor, and for learning how to get the most from this important relationship.
Find Your Advisor
You don’t have to wait for a significant life event – the earlier you start the process of understanding and planning for important financial priorities, the more successful you’ll be in achieving your financial objectives.

Introducing Wealthramp

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Wealthramp has a curated network of 200+ rigorously vetted, experienced financial advisors who are independent and unbiased. Every advisor is fee-only and 100% fiduciary. These advisors don’t sell investments or earn commissions. They are held to the Fiduciary Standard which means they are legally bound to work in your best financial interest – so you can be confident that they’ll work objectively with you to create a personalized, holistic financial plan and tax and investing strategy.

Wealthramp will match you with up to three rigorously vetted fiduciary advisors who truly fit your unique situation and work only and directly for you. Wealthramp’s network of experienced, highly qualified advisors is available to collaborate with you outside the workplace whenever you’re ready. Wealthramp delivers a range of diverse expertise, specializations, and fee models to fit your preferences and budget.

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How it Works

1

Take a Quick Survey

Answer brief questions about your financial goals and preferences. Wealthramp searches its network for advisors who can help you get there.

2

Review Your Advisor Recommendations

Review up to three advisor profiles selected for you. See their professional qualifications, SEC records, experience, fee models, and more.

3

Start a Conversation

Schedule a meeting or request a call from any or all of your recommendations. No advisor will contact you until you indicate you’d like to meet. And the initial consultation with every advisor is always free

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