Syfe’s wealth experts are licensed representatives with MAS. A wealth expert can provide additional guidance and confidence in your financial decisions and investment journey at Syfe.

Their advisory model focuses on understanding your goals, risk appetite, and preferences to determine the ideal asset allocation strategy for your financial objectives.

With our non-commissioned advisory model, you can trust that every recommendation is made solely with your interests in mind.

While not everyone needs to speak to a wealth expert, you might consider speaking with a wealth expert if you have additional questions or particularly complex needs and would like to better understand our investment portfolios.

You can schedule an appointment with our friendly wealth experts through this link. The consultation can be done either over a phone or video call at zero cost.