Press & Awards

Benefits of Having a Trust in Place PDF [PDF]
Team Ctf, December 2020

Award: Acquisition International Worldwide Finance: “Synergist Wealth Advisors LLC Best Private Wealth Advisory Firm 2020 – USA” PDF [PDF]

Award: Synergist Wealth Advisors LLC Global Business Insight Award: Leaders in Investment Consulting USA 2019 PDF [PDF]

Award: Wealth & Finance International: Wealth & Money Management Award: Synergist Wealth Advisors LLC – Best Independent Private Investment Firm 2018, California PDF [PDF] PDF [PDF]

Synergist Wealth joins Committee for the Fiduciary Standard PDF [PDF]
Synergistwealth: The Committee for the Fiduciary Standard, 2016

Who said anything about retiring PDF [PDF], 2013

The History of Financial Planning: The Transformation of Financial Services PDF [PDF]
ED Brandon Jr & H. O. Welch, 2010

Award: Five Star Best in Client Satisfaction [PDF] [PDF]
San Diego Magazine, March 2009

Your Client’s Story [Link] [PDF]
By West and Anthony, March 2009

Five Star Best in Client Satisfaction [PDF] [PDF]
San Diego Magazine, February 2009

Yahoo Personal Finance: 8 Ways to Ruin Your Chances to Retire [PDF] [PDF]
Yahoo! Personal Finance, Janurary 2009

The Ins and Outs of Reverse Mortgages [PDF] [PDF], October 2008

Comparing Loan Products for Big-Ticket Items [PDF] [PDF]
Yahoo! Personal Finance, September 2008

8 Ways to Botch Your Retirement [PDF] [PDF]
MSN Money, July 2008 8 Ways to Ruin Your Chances to Retire [PDF] [PDF], July 2008

Yahoo! Personal Finance [PDF] [PDF]
Yahoo! Personal Finance, June 2008

“Wall Street Chic” [MP3] [MP3]
Paula de Vos Radio Interview, March 2008

SmallCap MarketWatch: The Weekend Edition: Work Smarter, Not Harder [PDF] [PDF], July 2006

Moneytalk: Gold Fever [PDF] [PDF]
Talk About Money Blog, January 2006

The New Gold Rush [PDF] [PDF], January 2006

Family Affair – The Emotional Issues of Succession Planning [PDF] [PDF]
Journal of Financial Planning, July 2005

Financial Planners Help Clients Overcome Investing Behavior Roadblocks [PDF] [PDF]
Journal of Financial Planning, January 2005

Rational Investing Despite Irrational Behaviors [PDF] [PDF]
Journal of Financial Planning, January 2005

Catalyst Wealth Management LLC Announces New Advisory Division [PDF] [PDF], September 2004

Estate Planning Peacemakers [PDF]
Journal of Financial Planning, October 2003