Hightower Signature Wealth Announces Addition of $1B AUM Synergy Capital Solutions
Hightower Advisors, a leading wealth management firm, today announced the addition of Synergy Capital Solutions
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Hightower Advisors, a leading wealth management firm, today announced the addition of Synergy Capital Solutions (“Synergy”) to Hightower Signature Wealth (“HTSW”). This addition brings approximately $1 billion in AUM* to HTSW and expands the platform’s national footprint.
Synergy is a solutions-based wealth management practice headquartered in Bloomfield Hills, Michigan. Serving affluent individuals across the U.S., the practice takes a collaborative approach to financial planning and portfolio management. Synergy first partnered with Hightower in 2017 and, as part of HTSW, will gain access to expanded operational and investment capabilities.
“Synergy has built its practice around the idea that wealth should enable clients to live with greater purpose and confidence,” said Jennifer Frazier, President of Hightower Signature Wealth. “This philosophy is one we share, and we are thrilled to build on our longstanding relationship as we formally welcome the Synergy team to HTSW.”
HTSW combines personalized advice with centralized investment, operations, technology, compliance, marketing and client service capabilities. Its integrated model allows advisors to spend more time working with clients while benefiting from the scale of a larger organization.
“Since day one, our mission at Synergy has been to reduce the noise around our clients’ financial lives so they can focus on what is most meaningful to them,” said Mark Burns, CEO, Chief Investment Officer and Co-Founder of Synergy Capital Solutions. “Joining HTSW gives us a stronger foundation to carry on the legacy we have created over the past 42 years.”
Synergy comprises a multigenerational team of 15 professionals, including 7 advisors with plans to maintain office space in the Bloomfield Hills, Naples, FL, and Lebanon, PA areas.
“Our advisory relationships have always started with collaboration and a clear view of each client’s goals, priorities and values,” said Jordann M. Andrusiak, CFP®, Advisor and Chief Operating Officer at Synergy Capital Solutions. “As part of HTSW, we can preserve our personalized approach while drawing on broader capabilities to meet clients’ needs as their financial circumstances evolve.”
“We have built a broad spectrum of wealth solutions designed to help clients navigate each stage of their financial lives,” added Eric M. Nahat, CEPA®, Advisor and Co-Chief Investment Officer at Synergy Capital Solutions. “HTSW gives us greater flexibility to deliver the valued strategies and advice that support clients’ long-term goals.”
Following the close of the transaction on 9/30/2026, HTSW has approximately $40 billion in AUM*, more than 160 advisors, and more than 35 locations nationwide. Hightower expects to announce additional HTSW acquisitions through the end of the year.
*As of June 30, 2026.
About Hightower
Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k) consulting and cash management services to corporations. Through its community of advisor businesses, Hightower offers sophisticated planning solutions and a robust platform designed to help clients achieve their financial goals.
Headquartered in Chicago with offices nationwide, Hightower serves as a growth partner to independent-minded advisors seeking to scale their practices, elevate the client experience, and access the benefits of a national brand. Learn more about Hightower’s collaborative business model at http://www.hightoweradvisors.com.
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
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