Serving as a trusted partner, we provide objective guidance and proven expert solutions based on a thorough understanding of your specific situation and goals. As our client, you will benefit from a collaborative relationship that addresses - and anticipates - your needs. We will follow a disciplined process that provides a structured approach while allowing for customization to your circumstances.

Whether you are seeking fundamental investment management, need to ensure the orderly succession of ownership for a family business, are providing care for an aging family member, or are looking to establish a philanthropic legacy that makes a difference in your community, our approach is comprehensive, designed to meet your near and long term financial goals.

Joseph M. Maas, CFA, AVA, CM&AA, CFP, ChFC, CLU, MSFS, CCIM, CWPP has over 19 years of experience serving the financial needs of private wealth clients, businesses and trusts. Joe's expertise leads the Synergetic Finance Company's Financial Management, Business Valuation and Consulting, and Mergers and Acquisitions processes along with the firm's core financial foundation strategies. Because of his broad spectrum of expertise and his ability to manage these integrated financial services companies, Synergetic Finance and its clients benefit greatly from Joe's experience and efforts.

Before founding The Synergetic Finance Companies, Joe founded and operated a securities broker/dealer and an insurance company. He holds a Bachelor of Arts in Finance, a Master of Science in Financial Services, and has studied finance abroad in Japan, Hong Kong, China and Thailand. To complement his studies, Joe has earned the professional designations of Chartered Financial Analyst (CFA), Accredited Valuation Analyst (AVA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC), Certified Commercial Investment Member (CCIM), Certified Wealth Protection Planner (CWPP), and Chartered Life Underwriter (CLU).