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