Who we are

GYL Financial Synergies is an independent, fiduciary, Registered Investment Advisory firm founded on one guiding principle: our clients’ interests come first. As a team, we spent 18 years custom tailoring solutions for individuals, families and institutions at Wells Fargo Advisors and its predecessors — before launching Goldberg, Yolles & Lepore LLC (now known as GYL Financial Synergies) in 2014. Entrepreneurs at heart, we have continued to evolve by moving to a new, independent structure that enables us to better serve the needs and interests of our clientele by offering them access to a wider universe of investment vehicles, more innovative solutions, more value-added services and more personalized attention in an open and transparent environment.

As part of this evolution, we’ve joined the Focus Financial Partners network, a leading partnership of independent, fiduciary wealth management firms. Focus provides unrivaled access to best practices, resources and continuity planning for its partner firms who service individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their entrepreneurial independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives. With the backing of Focus, we’ve deepened our bench strength and gained unprecedented access to resources, expertise, research services and technology providers so that we can find and deliver the best solutions for our clients.

 

How we work

Whatever financial goals you’ve set for yourself, your family or your institution, we’re here to help you achieve them. When you work with GYL Financial Synergies, you get more than a financial adviser; you get an entire team of experts with you being our priority. We bring to the table over 150 years of collective financial experience with a unique synergy and collaborative mindset that we believe are the keys to helping our clients succeed. Working together we will commit the necessary resources to create solutions tailored to your individual needs. You can also count on us to be proactive in everything we do for you. Rather than waiting for you to contact us with questions, we’ll reach out to you about changes in the market or other situations or events that might require your attention. Although communicating proactively rather than reactively is rare in this industry, we’ve found it to be essential in helping clients avoid making poor decisions by positioning them to respond in a timely way to opportunities.

 

What sets us apart

At GYL Financial Synergies, nothing means more to us than your personal and financial well-being. Integrity, honor, discipline and compassion aren’t just words to us — they are the code of ethics our firm is built on and the core values that guide every decision we make. We are deeply committed to the clients we serve and the life-long relationships we’ve built with them and their families. We are also deeply rooted in our community and are passionate about giving back and making a real difference. GYL Financial Synergies is a firm with a conscience.

 

What it all means for you

We know that every client is unique. So whether you’re new to our firm or you’ve been with us for many years, we make it our business to know all the important details, events and circumstances in your life so that we can be adaptive and responsive to your ever-changing needs. We consider it a privilege to help you navigate significant financial and life events. And because we’re a fiduciary, fee-based firm and do not earn commissions, you can be sure that the advice we offer is independent, based on our decades of experience and objective research.

 

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