• Title

  • Synergy Wealth Management

    • FINANCIAL SERVICES
    • FINANCIAL ADVISORS
    • INVESTMENT SECURITIES
    • LONG TERM CARE INSURANCE
    10159 Wayzata Blvd
    Suite 200
    Minnetonka, MN 55305
    (952) 449-6699
    (866) 340-6650
    (952) 473-7062 (fax)
    • About

      We help our clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future.
      Areas of Focus:
      Retirement Planning Strategies
      Investments
      Small Business
      Insurance
      Saving for Education
      Wealth Preservation Strategies
      Retirement Income Strategies
      Retirement Plan Distribution
      Estate Planning Strategies
      Cash Flow Management Strategies

    • Whom to Contact

      • Tom Scheck
        10159 Wayzata Blvd
        Suite 200
        Minnetonka, MN 55305
        Phone: (952) 449-6699
    • Upcoming Events

    • New Members

    • TwinWest Chamber of Commerce
      10700 Old County Road 15, Suite 170
      Plymouth, MN 55441

      Telephone: (763) 450-2220  | Fax: (763) 450-2221 | Email: info@twinwest.com | Click here for directions