Disclosures
Samara Terrill of Synergy Wealth Management, LLC (“Synergy”) is an investment advisor representative who offers Investment advice through Belpointe Asset Management, LLC (“Belpointe"). Belpointe is an Investment Adviser registered with the Securities and Exchange Commission (“SEC”). Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services Belpointe offers, or that or its personnel possess a particular level of skill, expertise or training. Important information and disclosures related to Belpointe, including its privacy policy is available at http://www.belpointe.com. Additional information pertaining to Samara Terrill and/or Belpointe’s registration status, its business operations, services and fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/. Synergy Wealth Management is not an affiliate of Belpointe.
No person associated with Synergy is a licensed attorney or licensed tax professional and nothing on this website should be considered tax or legal advice.
Content provided is in connection with advertising and marketing the services offered by Synergy and Samara Terrill. The views and opinions expressed here are ours alone and do not represent the official views of anyone other than us.
This Website is intended to provide general information pertaining to insurance and investment planning information, publications, and links. Accordingly, it should not be construed by any consumer and/or prospective client as the rendering of personalized insurance advice or investment advice or for compensation.
This Website or its content should not be construed to suggest a specific course of action or any action at all. Prior to making any investment or financial decisions, you should always seek individualized advice from a personal financial, insurance, legal or tax professional that takes into account all of the particular facts and circumstances of an investor's own situation. Clients who engage Samara Terrill must be aware that past performance is no guarantee of future performance, different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy including those undertaken by us after engaging our services will be profitable or equal any historical performance level(s).
This website may contain links to articles or other information contained on a third party website. We do not endorse or accept responsibility for the content, or the use of the third party website. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Synergy assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the third party website and inclusion or reference by Synergy to any third party site should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt of Samara Terrill to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.
Any social media presence of Synergy, and Samara Terrill on Facebook, LinkedIn, Twitter and YouTube are provided for marketing purposes. It is important to be aware that neither Synergy nor anyone associated with Synergy is not affiliated with any social media site. It is up to you to read and understand the privacy policies and terms of service for each social media site you participate in. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by any third parties on social media sites. We have no control over how the social media sites or other third parties will use the information visitors share. We do not control, serve, adopt or endorse any content that may be published on any social media site. No part of any social media site is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment or insurance advice.
No client was compensated to follow us on any social media page or connect with us on social media. Clicking the “Like” button does not constitute a testimonial for or endorsement of our firm, any associated person, or our services. Clicking the “Like” button is merely a mechanism to circulate our Facebook page. The appearance of people that have chosen to follow or “like” our social media or connect with us does not constitute a testimonial for endorsement of Synergy, Samara Terrill or any insurance services offered by Synergy. It is not known whether such individuals approve or disapprove of our services. Visitors must avoid posting positive reviews of their experiences with our services on social media sites, as such reviews are deemed testimonials and prohibited under state and federal laws and may not reflect the experiences of all clients of Synergy. Because federal and state laws prohibit testimonials, any such postings are subject to swift removal.
The entire content of social media sites that we participate in, including third party posts, is archived. We do not provide services or permit transactions be conducted through any social media site. Specific questions can’t be posted by a client and any such postings are subject to swift removal. Should any client have specific questions or concerns, please contact our office directly. You should not communicate or private message Synergy or any persons associated with it through social media. As convenient as it is to message people within social media sites, we are not permitted to return messages within social media channels and cannot protect your privacy when you use social media sites. We will respond, but will do so from our business email account.
We appreciate the time you took to learn how to connect with us online, and we look forward to providing you with interesting content.