SYNERGIST WEALTH ADVISORS LLC RECEIVES AI WORLDWIDE FINANCE AWARD: BEST PRIVATE WEALTH ADVISORY FIRM 2020- USA

Paula de Vos
2 min readSep 29, 2020

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San Francisco, CA — ( NewMediaWire ) — September 29, 2020 — Acquisition International Magazine has announced the winners of the 2020 Worldwide Finance Awards: Synergist Wealth Advisors LLC has been recognized as Best Private Wealth Advisory Firm 2020- USA.

The global finance landscape never stops moving. Never stops making strides, even — as it turns out — in the face of a pandemic. As the world’s industries found themselves suddenly unable to conduct business, many establishments in finance continued to operate, fueled by years of innovation that almost seemed to prepare them for such a circumstance. Indeed, while we may think of brick and mortar stalwarts when we think of banking and finance, there are many that operate on a more digital plane. These businesses encapsulate the ethos of finance — constant development, agility and dynamism. For this reason, Acquisition International launched the Worldwide Finance Awards five years ago and we continue to recognize those that truly embody the spirit of the greater industry.

Awards Coordinator Holly Morris took a moment to comment on the success of the winners. “These awards showcase the innovation, dedication to client service and sheer hard work of some of the world’s greatest financial companies. Whether you are a financial goliath, or a small, three-person team committed to providing best in class service — we want to offer a sincere congratulations to you all.”

Paula de Vos, CFP(R), MBA President of Synergist Wealth Advisors LLC remarked, “It is with gratitude to colleagues, associates and clients — we are proud to continue to work as a dedicated advocate and partner to serve in client successes.”

About Synergist Wealth Advisors LLC: Synergist Wealth Advisors LLC is an independent, private, multi-family office and advisory firm based in California, serving clients throughout the world. The firm is best known for providing ongoing advice and in-depth solutions to families, executives and business owners to grow, enhance and preserve wealth across generations. To learn more about Synergist Wealth Advisors LLC please visit www.synergistwealth.com

About Acquisition International: Acquisition International is a monthly magazine brought to you by AI Global Media Ltd, a publishing house in UK that has reinvigorated corporate finance news and reporting. To learn more about Acquisition International and to gain insight into the working practices of the “best of the best”, please visit the website:

http://www.acq-intl.com

Originally published at https://apnews.com on September 29, 2020.

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Paula de Vos

Paula De Vos shares writings about financial industry and Synergist Wealth Advisors