SYG CAPITAL is a collaborative practice – our experience and specializations are complementary and our approach is coordinated. We offer our services on an annual retainer fee basis and can cover all aspects of your financial life, including:

  • Estate, insurance and other strategies
  • Cash flow management and tax compliance
  • Retirement and financial independence projections
  • Intergenerational transfer of your family‚Äôs wealth
  • Charitable giving and legacy planning

Tax management and compliance services are provided through a related company, The Sygnet Group, Inc.