Ready to put your finances and legal affairs on autopilot?
At Synergy Group, we blend legal expertise with financial strategy so you can stop worrying about compliance, planning, and growth — and start focusing on what matters most.
Comprehensive legal and financial solutions under one roof
We bring together legal counsel and financial planning so you get coordinated advice — not siloed recommendations that leave gaps.
Business Law
Formation, governance, contracts, and dispute resolution — keeping your business protected from day one through every growth stage.
Financial Planning
Retirement strategies, investment management, and wealth preservation tailored to your timeline, risk tolerance, and goals.
Estate & Trust Planning
Wills, trusts, and succession planning that protect your assets and ensure your wishes are carried out — for your family and your business.
Tax Strategy
Proactive tax planning for individuals and businesses — minimizing liability while staying fully compliant with federal and state regulations.
Compliance & Risk
Regulatory compliance, risk assessment, and internal controls designed to keep your organization safe and audit-ready at all times.
Succession Planning
Thoughtful transition strategies for business owners — ensuring continuity, minimizing tax impact, and protecting your legacy.
One firm. Two disciplines. A single point of accountability.
Synergy Group was founded on a simple belief: legal advice and financial planning shouldn't live in separate worlds. When your attorney and your financial advisor aren't talking, gaps appear — gaps that can cost you time, money, and peace of mind.
Based in Heath, Texas, we bring together professionals who collaborate across disciplines so every recommendation you receive is coordinated, comprehensive, and aligned with your broader objectives. Whether you're navigating a business transaction, planning for retirement, or structuring your estate, we think ahead so you don't have to.
Integrated approach — legal and financial strategy developed in lockstep, not in isolation.
Local presence — proudly serving Heath and the broader Dallas-Fort Worth community.
Client-first focus — every plan is built around your goals, not our convenience.
How we work with you
A straightforward process designed to get you from where you are to where you want to be — with clarity at every step.
Discovery
We start by listening. Every situation is different, and we take the time to understand your full picture before recommending anything.
Strategy
Our team develops a coordinated plan that addresses both the legal and financial dimensions of your situation.
Execution
We put the plan into action — handling the paperwork, filings, and coordination so you can focus on your life and business.
Ongoing Support
Your plan evolves as your life does. We provide continuous monitoring and adjustments to keep you on track.
Your financial future and your legal standing deserve the same level of care.
Let Synergy Group bring those two worlds together — so you get answers that are consistent, complete, and tailored to your situation.
Let's start a conversation
Whether you have a specific question or just want to learn how we can help, we'd love to hear from you. Reach out and we'll get back to you promptly.
201 Laurence Dr Ste 221
Heath, TX 75032
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