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SYNERGOS FinancialGroup, LLC also doing business as Osborn Wealth Management

SYNERGOS FinancialGroup, LLC also doing business as Osborn Wealth Management 2025

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The document is a brochure for SYNERGOS Financial Group, LLC, also known as Osborn Wealth Management, detailing the firm's qualifications, business practices, and services offered. It outlines the types of advisory services provided, including portfolio management, financial planning, and fiduciary services. The brochure specifies fee structures for various services and emphasizes the firm's commitment to client privacy and ethical standards. Additionally, it includes information on compliance with SEC regulations and provides contact details for further inquiries.

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