Personalized financial settlement plan

Why Synergy Asset Management?

The Synergy Asset Management team recognizes the special needs an injury victim has in relation to income and asset preservation requirements. In many cases, an injury victims have permanently lost their ability to earn a living or provide for themselves, as well as their family the way they could before their injury. Accordingly, any financial decisions must be made knowing that the recovery placed into the SAM-T is the only money available for the injury victim’s future income as well as for medical needs.

We understand that an injury victim can’t take the same risks as those who can absorb losses in the market and have the ability to replace assets by earnings in the future. Injury victims are just different and so is Synergy Asset Management.


"In my twenty-two year career as a trial lawyer I've handled my share of catastrophic cases and structures, but imagine the complexity of an engaged, unwed mother catastrophically injured during delivery, giving birth to a healthy child, but left in a vegetative state? The issues of guardianship and entitlements of the newborn, the rights of the biological father-fiancé, an out-of-state teenage child of the mother, lifetime maintenance of the mother, as well as the rights of family of the mother, who became her primary care-takers? Synergy systematically managed the seven figure tender of one defendant, the establishment of a Qualified Settlement Fund, a Special Needs Trust, and multiple structures, all the while concurrently maintaining the various entitlements to ancillary services, as well as the remaining litigation. Everything was handled professionally, timely and literally without a hitch. Truly an amazing feat."

Marcus J. Michles II
Michles & Booth

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