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About Our Business Workshops
Client Center Connect Blog
Back Our Team
Back Why SynergyWM Fee-Only Services What is a Fiduciary
Back Class Schedule
Back Appointment Request Location and Map


About Our Team Our Business Why SynergyWM Fee-Only Services What is a Fiduciary
Workshops Class Schedule

Client Center Connect Appointment Request Location and Map Blog
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WELCOME


THE WHOLE IS GREATER THAN THE SUM OF ITS PARTS


Our Story
 


SYNERGYWM: A FEE-ONLY INVESTMENT ADVISOR WITH A STRICT DEFINITION OF FIDUCIARY

SynergyWM is a fee-only registered investment advisory (RIA) firm providing
investment management, financial planning, and wealth guidance.

Learn more
 

--------------------------------------------------------------------------------


OUR TEAM 

 

We specialize in helping individuals and small companies manage their portfolio
in a low cost, academically based manner. Our team focuses on helping clients
monitor their financial health so appropriate decisions can be made.

 

Fred lives in Grand Rapids, MI with his wife Heidi, and their sons, Kellen and
Beauden. When Fred is not working, he enjoys fishing, hockey, and most
importantly, spending time with his family. Fred has also volunteered as a coach
for the Grand Rapids Griffins Youth Foundation, a foundation to help
underprivileged children learn how to play hockey. Please click below to learn
more about Fred.


FRED IACOVONI
FOUNDER AND MANAGING PRINCIPAL

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Tyler is a Financial Advisor who has been at Synergy Wealth Management since
2013. Tyler along with his wife, Stacie, and daughter Ella, are residents of
Hudsonville, Michigan and while not working, Tyler enjoys being outdoors,
snowmobiling, boating, and spending time with family and friends. As a previous
Division I hockey player at the University of Alabama-Huntsville, Tyler still
enjoys playing hockey in various men's leagues around Grand Rapids.


TYLER KOTLARZ
ADVISOR

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Ryan lives in Rockford, MI with his wife, Nikki, and their son Trevor. He is a
1994 graduate of Western Michigan University with a major in Finance and a minor
in Economics. Ryan's hobbies include mountain biking, hockey, and kayaking. He
also volunteers his time as a committee member for the cash reserve fund of West
Michigan Environmental Action Committee (WMEAC).


RYAN HUYSER
ADVISOR

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WHAT IS A FEE-ONLY ADVISOR?


A FEE-ONLY FIRM DOES NOT COLLECT COMMISSIONS, NOR WORK AS A BROKER IN ANY
INSTANCE.

Learn More

 


BLOG

Featured

Jan 29, 2021

2021 Updated Retirement Account Contribution Limits
Jan 29, 2021


Every year, contribution limits get updated and it’s good to keep an eye on this
to maximize your retirement accounts and update your contributions if needed.
Here’s a summary of the updated limits in 2021:

Read More →
Jan 29, 2021

Mar 20, 2020

The Uncommon Average: Long-Term Context on Annual Returns
Mar 20, 2020


Historically, the US stock market has delivered an average average annual return
of about 10%. However, most years have looked different than the average.

Read More →
Mar 20, 2020

Dec 13, 2019

Emergency Fund: Why You Should Have One
Dec 13, 2019


Ever wonder what a emergency fund is, why you should have one, or how much and
where you should keep it?

Read More →
Dec 13, 2019



A DEEP ANALYSIS OF YOUR FINANCIAL HEALTH


LIKE A DOCTOR ANALYZING THE RESULTS OF AN ANNUAL PHYSICAL TO MAKE
RECOMMENDATIONS, WE BELIEVE YOUR FINANCIAL HEALTH SHOULD BE THE BASIS OF ALL
FINANCIAL AND INVESTMENT DECISIONS. WE HAVE DEVELOPED A PROPRIETARY PROGRAM TO
GIVE OUR CLIENTS A DETAILED ANALYSIS OF THEIR FINANCIAL PICTURE. DO YOU KNOW
WHAT YOUR FINANCIAL HEALTH LOOKS LIKE?

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OUR INVESTMENT PHILOSOPHY, AND HOW IT APPLIES TO OUR INVESTMENT STRATEGY


OUR INVESTMENT PHILOSOPHY HAS A FOUNDATION BASED IN ACADEMIC AND STATISTICAL
RESEARCH. WE BELIEVE THIS FOUNDATION PROVIDES YOU AN OPPORTUNITY FOR A SUPERIOR
INVESTING OUTCOME. OUR INVESTMENT STRATEGY IS SIMPLE; APPLY FINANCIAL SCIENCE TO
ALL ASPECTS OF YOUR PORTFOLIO TO MAKE IT AS EFFICIENT AS POSSIBLE.

 


REQUEST AN APPOINTMENT

 
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SUBSCRIBE

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Email Address
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We respect your privacy, and do not sell contact information.

Thank you!

 
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Synergy Wealth Management, LLC
660 Cascade W. Parkway SE, Suite 250,
Grand Rapids, MI 49546,
United States
6162857818 frediacovoni@synergywm.com
Hours




(616) 285-7818 • 660 CASCADE W. PARKWAY SE, STE. 250, GRAND RAPIDS, MI 49546

Form ADV and other information
 

SynergyWM, LLC is a Registered Investment Advisor in the State of Michigan. The
information on this site is for educational purposes only, and does not intend
to make an offer or solicitation for the sale or purchase of any securities.
Investing involves risk, and does not guarantee results. The information is not
intended as tax or legal advice.