The  Mainstreet Synergy Group Story

At Mainstreet Synergy Group, our journey is rooted in decades of experience advising ultra-high-net-worth clients across the financial services industry. Over the years, our founders recognized a gap: while elite families often received world-class strategies, many affluent individuals and business owners were left with fragmented or transactional advice.

 

Mainstreet Synergy Group was built to change that. We are a private advisory group dedicated to serving affluent clients, delivering sophisticated strategies that are as customized and forward-looking as the legacies they seek to preserve and grow.

 

Today, we operate with a powerful network of strategic partners—attorneys, business consultants, wealth managers, insurance advisors, private bankers, and tax professionals—providing a holistic and coordinated approach to financial planning.

 

For business owners and executives, we deliver solutions designed to protect and strengthen the enterprise. From succession and continuity planning to executive recruitment, retention, and reward strategies, we help organizations safeguard their future and position themselves for lasting success.

 

For individuals and families, our team specializes in wealth transfer, estate planning, retirement income, tax mitigation, long-term care, and asset protection strategies. Each plan is crafted with precision, aligned to your unique vision and designed to provide clarity, security, and confidence.

 

Above all, our commitment is unwavering: to act in the best interests of our clients and to provide a level of service that exceeds expectations. With Mainstreet Synergy Group, you gain more than an advisor, you gain a trusted partner dedicated to your long-term success.