Wealth Management

Our goal is to empower our clients to make sound financial decisions through a strong trustworthy relationship and knowledgeable investment expertise. From saving for a comfortable retirement to building a lasting legacy for your loved ones, the Wealth Management Team at Franklin Synergy will support you.

Trust Services


Our Trust Professionals will work closely with your legal, tax and investment consultants to address and coordinate your wealth management needs.

Wealth Management


Our Investment Consultants can help you develop a plan from a wide variety of investment possibilities offered through Raymond James Financial Services, Inc.