Syrios Solutions for Serious Wealth Management
At Syrios Wealth Management Group, we employ strategies tailored to your specific financial goals. Our expertise helps ensure that every decision is made with precision and foresight, setting the stage for sustained success and the security of your wealth for years to come.
Experience the Syrios Difference:
Schedule Your Wealth Review
Discover how our personalized approach can help safeguard and grow your assets. Book a complimentary consultation to see how we can align your wealth with your life's goals.
With over 30 years of experience, Greg Syrios has built lasting relationships by providing trusted financial advice with exceptional service to his clients. Syrios Wealth Management Group isn’t owned by a bank, a brokerage, or a private equity firm. We aren’t obligated to sell specific financial products, meet sales quotas, or generate short-term profits to satisfy shareholders. Our priority is you and our advice is based on what is in your best interest, always. As a Certified Financial Planner™ and fiduciary, Greg Syrios upholds the highest standard, always putting your best interests first and showing total transparency.
Value Proposition
Tailored Strategies for Your Unique Goals
Every individual or institutional client is different, and so are their financial needs. We design personalized strategies that align with your lifestyle and aspirations, ensuring that your wealth works for you, not the other way around.
Expert Guidance for Future-Focused Security
Greg Syrios brings over 30 years of expertise to the table, helping you navigate the complexities of wealth management with confidence. Being in the financial advisory business for decades has enabled him to assemble a network of trusted professionals, including estate planning attorneys, CPAs, insurance professionals, and others. We are not bound to one firm’s team of experts, and we focus all of our attention on our clients where appropriate.
Proactive Planning for Life’s Transitions
Whether you're entering retirement, managing an inheritance, planning your estate, or experiencing a liquidity event, we’re here to guide you through every life transition. We help you stay ahead with proactive planning, with ongoing monitoring, so you're always prepared for critical financial events that could affect or change your plan.
Holistic Wealth Management
Your financial life is interconnected. We provide a comprehensive approach that integrates all aspects of wealth management, from investments and tax minimization to retirement and estate strategies, ensuring that your entire financial picture is optimized.
Transparent, Trustworthy Partnership
Trust is the cornerstone of our client relationships. At Syrios WMG, we believe in complete transparency, keeping you informed every step of the way. We believe our advice is straightforward, ensuring you’re comfortable and confident in your financial decisions. We are a fee only fiduciary where there are zero commissions. We don’t offer highly commissionable insurance and annuities.
Focused on Protecting Your Legacy
Your legacy is more than just your wealth; it’s the impact you leave behind. We help you structure your estate to reflect your values, helping ensure that your legacy is preserved and passed onto future generations with care. We regularly work with our client’s children so they are prepared when they have a liquidity event.
Client Testimonial
"As a third-generation client, we love working with Greg! My grandparents began working with him early in their careers. My parents have worked with him all my life. Recently he helped my husband, and I plan for our dream of sailing around the world with our kids. His thoroughness and belief in our goals have given us the confidence we needed to proceed. He’s professional, dedicated to his clients, and feels like part of the family.”
- Chrissy Spear-Stolsig
The above unsolicited, uncompensated testimonial is from a Syrios Wealth Management Group client. Syrios Wealth Management Group does not believe that any material conflicts of interest exist or are created by the use of the testimonial. Past performance is not indicative of future results and one client’s experience is no guarantee of a similar experience for any other client or potential client.
What You Can Expect From Us
- Personalized financial strategies tailored to your goals.
- Proactive communication and regular check-ins.
- Transparent client-first fee-only advice with no hidden costs.
- Comprehensive wealth management services.
- A long-term partnership focused on your success.
What We’ll Never Do
- Offer cookie-cutter solutions that don’t fit your needs.
- Leave you in the dark about your financial situation.
- Charge hidden fees or surprise you with unexpected costs.
- Sell you proprietary products or insurance and annuities.
- Abandon you during critical financial events.
At Syrios Wealth Management Group, we’re dedicated to your financial future with a commitment that goes beyond corporate interests. We don’t work for a large corporation—we work for you. Our experienced team is focused solely on your needs, providing personalized strategies that align with your goals.
Ready to take the next step towards securing your financial future? Request a meeting today to discover how we can help you achieve lasting success and confidence through an open dialogue, financial partnership, geared for your success.