1. What does the change between Merit Wealth Advisors and Synergy Wealth Alliance mean for my relationship with my advisor?
Your day-to-day experience remains the same. You will continue working with the same team who know you and your financial goals. This transition simply allows us to enhance the resources and tools available to support you.

2. Will the firm name change on official documents, statements, or communications?
Yes, our firm name and logo will transition to reflect the Synergy brand.

3. Will there be any changes to where my assets are held or my account numbers?
No. Your custodian (LPL Financial or Fidelity), account numbers, and account structure will remain the same.

4. How do I access my accounts moving forward? Will my online login or portal change?
Your online login credentials and account portals will remain the same.

5. Will my investment strategy or fee schedule change?
No, your investment strategy and fee schedule will not be affected by this transition.

6. What do I need to do as a client to ensure a smooth transition?
No action is required on your part. The transition will be completed seamlessly, with no signatures or additional steps needed.

7. Who should I contact for general questions during the transition?
Please contact your advisor for any questions or assistance.

8. Will there be delays or processing changes during the transition period?
No. The transition will not impact our service levels, and you should not experience any delays in how we serve you.

9.  How will my personal and financial data be protected during system updates or integrations?
Your information will continue to be protected using the same high-level security protocols currently in place.

10. Will there be a new phone number or email address for the team?

Our phone numbers and email are staying the same at this time.  We will send out further communications when we have more information.

11.  Who is Synergy Wealth Alliance?
Synergy Wealth Alliance is a wealth management firm focused on delivering comprehensive financial planning, investment management, and client-first service. To learn more about Synergy, please visit their website at https://www.synergywealthalliance.com/