Symphonic has a full suite of financial services, which we tailor to each client’s needs. Our Intelligent Personalization services establish portfolio management and asset allocation as the cornerstone of a successful relationship between you and your advisor. Intelligent Personalization enables you to benefit from a long-term wealth management relationship with meaningful results, because it:

• Aligns the client, financial advisor and portfolio manager interests
• Encourages clients to be engaged in the process on an on-going basis
• Delivers a complete service starting with a sound strategy and evolving as your life changes
• Provides quality service through on-going monitoring and comprehensive reporting

Symphonic’s financial advisors and CPAs deliver to clients Intelligent Personalization at a level of service surpassing industry-wide standards. Best practices are based on proven and reliable financial planning and investment management methodologies delivered with a superior level of service:

• Always do what is in the best interests of the client
• Establish a holistic view of each client’s financial needs
• Deliver the highest quality, conflict-free financial advice
• Identify and integrate the expertise of specialists

Our Comprehensive Wealth Management Services Include:

• Portfolio Diagnostics
• Investment Management
• Financial Planning
• Wealth Protection
• Tax Planning
• Retirement Income Planning
• Estate Planning
• Risk Management
• Income Protection
• Multi-Generational Planning
• Insurance Audits and Planning
• Family Education Planning
• Business Planning
• Special Considerations
• Personal Finance