Catalyst Wealth Management LLC is a Registered Investment Adviser and the legal name of the entity;
Synergist Wealth Advisors is the primary business name, division and servicemark.
This site has been designed for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or to engage in any other transaction. Such offers can only be made where permitted under applicable law. Nothing contained on this website constitutes specific investment, financial, legal or tax advice or is to be relied on in making an investment or other decision.
An investment adviser or an investment adviser representative may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if excluded or exempted from the state’s investment adviser or investment adviser representative requirements. Follow-up or individualized responses to consumers in a particular state by an investment adviser or an investment adviser representative that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation shall not be made without first complying with the state’s investment adviser or investment adviser representative requirements, or pursuant to an applicable state exemption or exclusion.
For information concerning the licensure status or disciplinary history of an investment adviser or investment adviser representative, a consumer should contact his or her state securities law administrator.
Links: At certain places on our website we offer direct access or ‘links’ to other internet websites. These sites contain information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of Synergist Wealth Advisors. Synergist Wealth Advisors does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness, or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional. Synergist Wealth Advisors does not necessarily endorse or recommend any commercial product or service described at these websites.
Passwords: Some of the website material is password-protected and access to these areas is restricted to authorized users and clients only. The user in password-protected areas is responsible for any use of the password and for maintaining the confidentiality of the password.
This website is intended only for clients or authorized guests of the Adviser any other use is expressly prohibited. The Adviser is the exclusive owner of this website and content, except as otherwise noted. The Adviser does not attempt to furnish personalized investment advice or services through this website. Some of the information given in this website has been produced by unaffiliated third parties and, while it is deemed reliable, The Adviser does not guarantee its timeliness, sequence, accuracy, adequacy, or completeness and makes no warranties with respect to results to be obtained from its use. Contact Synergist Wealth Advisors if you have any questions.
Copyright: All web pages are protected by copyright laws. Any individual is allowed to view, print and link to this website for personal use only. You may not in whole or part, reproduce, transmit, modify, link into or use this website or materials contained herein use for any public or commercial purpose without prior written permission.
Third Party Service Providers: We use third party service providers, vendors, and licensors to assist in providing the Services (each, a “Third Party Service Provider”). You hereby consent and authorize us to delegate the authorizations you provide to us to our Third Party Service Provider(s) as we deem necessary or desirable to provide the Services to you. You agree that the use of this website, including any of the other terms, conditions, warranty disclaimers and liability disclaimers incorporated into this site, inure to the benefit of such Third Party Service Providers and such Third Party Service Providers are deemed to be third party beneficiaries, including any other terms, conditions, warranty disclaimers and liability disclaimers incorporated into this site. You also agree that all references to us within this website and any incorporated terms are also deemed to include, where applicable, our agents, such as the Third Party Service Providers. Your use of certain services provided by Third Party Service Providers (including, but not limited to, account aggregation services)may require your agreement to certain additional terms and conditions as applicable Third Party Service Providers. These additional terms and conditions will be made available to you when, and if, you access the third party services.
Access, Passwords, and Security: You will be responsible for the confidentiality and use of your access number(s), password(s) and account number(s). You agree not to hold us or Third Party Service Providers liable for any damages of any kind resulting from your decision to disclose your access number(s), password(s), or account number(s) to any third party, including but not limited to entities that aggregate account information or Web site content, or persons who are or claim to be acting as your agent, proxy, or investment manager. You will be responsible for all activities through and under your access number(s), password(s) and account number(s), and any instructions (to the extent applicable) received by us will be deemed to have been received from you. By using the Electronic Services, you agree to take all steps necessary to prevent unauthorized access to your account. You agree immediately to notify us if you become aware of: any loss or theft of your access number(s), password(s) and/or account number(s); or Any unauthorized use of any of your access number(s), password(s) and/or account number(s), or of the Electronic Services or any Information.
Data Transmission. You acknowledge that data, including e-mail, electronic communications and personal financial data, may be accessed by unauthorized third parties when communicated between you and us, Information Providers or Information Transmitters, using the Internet, other network communications facilities, telephone or any other electronic means. You agree to use software produced by third parties, including, but not limited to, “browser” software that supports a data security protocol compatible with the protocol used by us. Until we notify you otherwise, you agree to use software that supports the Secure Socket Layer (SSL) protocol or other protocols accepted by us and follow our log-on procedures for Electronic Services that support such protocols. You acknowledge that we are not responsible for notifying you of any upgrades, fixes or enhancements to any such software or for any compromise of data transmitted across computer networks or telecommunications facilities, including, but not limited to, the Internet.
Relationship of the Parties:. Nothing contained herein shall be deemed to establish a partnership, joint venture, association, or employment relationship between the parties. Personnel employed or retained by us who perform duties related to this website shall remain under our supervision, management, and control.