Articles & Awards

• Award: Family Wealth Advisory Firm of the Year – USA
  AI Worldwide Finance Awards, 2022
• Award: Management Consulting Awards 2022 – Most Trusted Wealth Advisory Firm – California – [PDF]
  WEALTH & FINANCE, 2022
• Award: 2021 AI International Global Excellence: Most Outstanding Independent Private Investment Firm, 2021 – [PDF]
  ACCESSWIRE, 2021
• Observations from Advisors [PDF]
  Advisors Magazine, May 5, 2021
• Entrepreneur and Wealth Advisor Paula de Vos Reflects on Her Beginnings in Business [PDF]
  Business System Guide, February 26, 2021
• 3 Mistakes People Make When Planning For Retirement [PDF]
  February 13, 2021
• Paula de Vos of Synergist Wealth Advisors LLC on Disruptive Trends in Wealth Management [PDF]
  Entrepreneurs Break, January 12, 2021
• Benefits of Having a Trust in Place [PDF]
  Team Ctf, December 2020
• Award: Acquisition International Worldwide Finance: “Synergist Wealth Advisors LLC Best Private Wealth Advisory Firm 2020 – USA” [PDF]
• Award: Synergist Wealth Advisors LLC Global Business Insight Award: Leaders in Investment Consulting USA 2019 [PDF]
• Award: Wealth & Finance International: Wealth & Money Management Award: Synergist Wealth Advisors LLC – Best Independent Private Investment Firm 2018, California [PDF] [PDF]
• Synergist Wealth joins Committee for the Fiduciary Standard [PDF]
  Synergistwealth: The Committee for the Fiduciary Standard, 2016
• Who said anything about retiring [PDF]
  PurpleClover.com, 2013
• The History of Financial Planning: The Transformation of Financial Services [PDF]
  ED Brandon Jr & H. O. Welch, 2010
• Award: Five Star Best in Client Satisfaction [Link]
  San Diego Magazine, March 2009
• Your Client’s Story [Link]
  By West and Anthony, March 2009
• Five Star Best in Client Satisfaction [PDF]
  San Diego Magazine, February 2009
• Yahoo Personal Finance: 8 Ways to Ruin Your Chances to Retire [PDF]
  Yahoo! Personal Finance, Janurary 2009
• The Ins and Outs of Reverse Mortgages [PDF]
  Bankrate.com, October 2008
• Comparing Loan Products for Big-Ticket Items [PDF]
  Yahoo! Personal Finance, September 2008
• 8 Ways to Botch Your Retirement [PDF]
  MSN Money, July 2008
• Bankrate.com: 8 Ways to Ruin Your Chances to Retire [PDF]
  Bankrate.com, July 2008
• Yahoo! Personal Finance [PDF]
  Yahoo! Personal Finance, June 2008
• “Wall Street Chic” [MP3]
  Paula de Vos Radio Interview, March 2008
• SmallCap MarketWatch: The Weekend Edition: Work Smarter, Not Harder [PDF]
  SmallCapMarketWatch.com, July 2006
• Moneytalk: Gold Fever [PDF]
  Talk About Money Blog, January 2006
• The New Gold Rush [PDF]
  Smartmoney.com, January 2006
• Family Affair – The Emotional Issues of Succession Planning [PDF]
  Journal of Financial Planning, July 2005
• Financial Planners Help Clients Overcome Investing Behavior Roadblocks [PDF]
  Journal of Financial Planning, January 2005
• Rational Investing Despite Irrational Behaviors [PDF]
  Journal of Financial Planning, January 2005
• Catalyst Wealth Management LLC Announces New Advisory Division [PDF]
  Coastclick.com, September 2004
• Estate Planning Peacemakers
  Journal of Financial Planning, October 2003