Our Value Proposition
Customized Portfolio Construction
The Retail Endowment Allocated Like
Model “Realm”
In-House Team
Industry Partners
Experience and Expertise of 39 years, access to an Executive Financial Advisor
Competitive
Fee-Based Compensation
Sales-Related Compensation
Albridge Wealth
Reporting
Consolidated Investment Account Reports 24/7
Along with Custom Account Summaries
Right Capital
Software link and aggregate investment, bank accounts, and debt obligations so you have full financial picture
Cinergy Financial Website and Social Media
- Website: CinergyFinancial.com
- Facebook: @cinergy-financial
- LinkedIn: @cinergy-financial
Financial Literacy Platform:
- YouTube Channel
- Weekly Radio Show
- Financial Literacy Podcast
- Monthly Lectures
- Virtual Webinars: Financial Literacy 101
Comprehensive File System
For Life’s Most Important Documents