Kirk Wilson
Wealth Manager at Synergy Wealth Solutions
Based in Tucson, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Tucson
Industry
Financial Services
Company size
162
Contact information
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k•••••••@synergywealthsolutions.com
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Background
About Kirk Wilson
Kirk Wilson is the owner of Synergy Wealth Solutions located in Tucson, Arizona. He is a knowledgeable and licensed Wealth Manager with a driving passion for success. For the past 20 years he has developed and implemented customized Wealth Management solutions for busiess owners and licensed professionals utilizing Synergy Wealth Sloutions advanced five step process. This thorough process assists his clients to preserve, manage and grow their assets. When it comes to the quintessential recipe for success, Kirk believes time and relationships are the two most essential ingredients. Timely, concise, and detailed communication are also essential. He values honesty, integrity and transparency above all. He believes that dedication and concierge level service set Synergy Wealth Sloutions apart. Kirk strives to make a significant and meaningful impact in the lives of his clients, associates and community every day. Giving back is a part of his DNA. When he is not working, he enjoys most outdoor activities, with cycling and skiing at the top of his list. He also enjoys spending quality time with the girls in his life.
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