Mission Statement

Capital Synergy Partners^® is dedicated to building and strengthening the independent practices of established life insurance and financial planning professionals, enabling them to secure and manage the assets of high net worth clients.

Our Vision

A national coalition of experienced, independent life insurance professionals with comprehensive investment service capabilities to completely serve the financial needs of high net worth clients and closely held businesses.

Our Core Values – The Pillars of Our Success

Integrity
The professional respect and the trust we’ve earned is a reflection of our code of conduct.

Loyalty
Our business is based on our dedication to building and growing relationships for mutual success.

Excellence
Our goal is excellence; we strive to surpass expectations in every aspect of our business.

Passion
Our inspiration and rewards come from helping our financial advisors focus on creating success—for their clients and for themselves.