Synergy Capital Solutions Joins Hightower Signature Wealth
We’re excited to announce that Synergy Capital Solutions has joined Hightower Signature Wealth. The team brings more than 42 years of experience helping clients make financial decisions with purpose and confidence.
Headquartered in Bloomfield Hills, Michigan, Synergy takes a collaborative approach to financial planning and portfolio management. Its multigenerational team of 15 professionals, including seven advisors, brings approximately $1 billion in AUM to HTSW. The team plans to maintain offices in Bloomfield Hills, Naples, Florida, and Lebanon, Pennsylvania.
“Synergy has built its practice around the idea that wealth should enable clients to live with greater purpose and confidence,” said Jennifer Frazier, President of Hightower Signature Wealth. “This philosophy is one we share, and we are thrilled to build on our longstanding relationship as we formally welcome the Synergy team to HTSW.”
Synergy will continue its personalized approach to advice while gaining access to HTSW’s broader investment, operational and technology capabilities. Mark Burns, Synergy’s CEO, Chief Investment Officer and Co-Founder, said joining HTSW gives the team “a stronger foundation” to carry forward its legacy.
“Our advisory relationships have always started with collaboration and a clear view of each client’s goals, priorities and values,” said Jordann M. Andrusiak, CFP®, Advisor and Chief Operating Officer at Synergy Capital Solutions. “As part of HTSW, we can preserve our personalized approach while drawing on broader capabilities to meet clients’ needs as their financial circumstances evolve.”
Following the close of the transaction on September 30, 2026, Hightower Signature Wealth has approximately $40 billion in AUM, more than 160 advisors and more than 35 locations nationwide.*
*AUM figures are as of June 30, 2026.
This material is for general information and educational purposes only. Information is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, does not purport to be complete and is not intended to be used as a primary basis for investment decisions.
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Hightower Signature Wealth is a fiduciary wealth management practice that provides investment management, financial planning, estate strategies, insurance, and banking solutions. We work with families, business owners, professionals, women, and retirees across more than 40 offices nationwide. Our advisors take the time to understand your financial priorities, develop a plan around your goals, and adjust that plan as your life and circumstances evolve.
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