Pinnacle Wealth Management

SynergyWM is a fee-only registered investment advisory firm based in Grand Rapids, Michigan, specializing in investment management, financial planning, and wealth guidance for individuals and small companies. Committed to a strict fiduciary standard, the firm emphasizes a low-cost, academically-based approach to managing financial health and making informed decisions.

Founded by Fred Iacovoni, the team includes experienced financial advisors who are dedicated to applying financial science to optimize clients' portfolios. Their investment philosophy relies on rigorous academic research, ensuring clients receive comprehensive analyses of their financial situations to enhance their overall investment outcomes.

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