Synergy Financial Group, Ltd is a boutique multi-family office located in San Ramon, CA, serving a select clientele of High-Performance Professionals worldwide. They offer an elevated client experience and provide unbiased and objective advice, with curated access to public and private financial institutions to protect and grow their clients' wealth.
Founded by entrepreneur Palash S. Islam, Synergy Financial Group was established as an alternative to big banks and large financial institutions. With a focus on the six areas of planning, they offer multi-custodial relationships to independently assess financial solutions and negotiate terms on behalf of their clients, providing an elevated level of advice and service by coordinating all aspects of their clients' financial lives.
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