Whether you are new to investing or just new to Synergetic Finance, you probably want to know how we work. Even though every client and every situation are different, our four-step process is essentially the same:

SFM Investment Process

We’ve used this process with clients for more than 10 years through a range of market conditions, and it always works. If you’d like to see how it can work for you to help you reach your financial goals, call us at 206-386-5455 or send us an email today. We’d like the opportunity to meet with you for an initial, no obligation consultation to show you how we can put your money to work for you.

To your wealth and success,

Joe Maas, CFA, AVA, CFP®, ChFC, CLU®, MSFS, CCIM
President of Synergetic Finance

Joe Maas