Merit Financial Advisors

Synergy Partners USA is a business consulting firm based in Wilton, CT. They specialize in providing strategic guidance and support to help companies enhance their operations and achieve their business goals. With a focus on fostering collaboration and synergy within organizations, Synergy Partners USA offers tailored solutions to address a wide range of challenges faced by businesses in today's competitive landscape. Generated from their business information

Since 2001, we have been providing financial services to clients with our personalized approach to wealth planning, accumulation and preservation.

Private Client Resources, also known as PCR, is an information service company that offers outsourced solution. It serves more than 40 wealth service organizations, private banks, advisors and family offices. The company gathers and updates asset information including, traditional marketable securities, hedge funds, alternative investments, operating businesses, partnerships, employee benefits and personal use assets. Private Client Resources collects transaction data by manual and electronic means that cover assets and liabilities. It normalizes, reconciles and publishes information daily through PCR Insight. The company has enrolled over 2,000 households with average family wealth. Private Client Resources is a secure, web-based, client-centric reporting system.