White Glove Service

Our base services and money management platform are designed and priced for our bread and butter everyday clients.

White Glove Service

Our base services and money management platform are designed and priced for our bread and butter everyday clients.

However, through our affiliation with POM Planning Advisory Board Member Joseph Maas, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM&AA, CCIM, we are able to offer truly custom investment solutions for our more affluent clients.

Perform Lifestyle Wealth Assessment

Establish Lifestyle Return Benchmark™

Build Your Lifestyle Portfolio

Consistant Monitoring

What does white glove service entail?

1) In the education/sales process it means Joe will get on the phone and talk with the client. This can take multiple calls and several hours of everyone’s time.

2) Custom portfolio management—while we believe our portfolios at POM Planning are terrific, affluent clients, many times, want something custom.  Joe can create custom portfolios with a certain amount of risk while trying to reach for a certain rate of return.

3) Hedge Funds—many times affluent clients will be candidates to use a hedge fund. Joe’s firm has two hedge funds that are unique platforms to use when trying to onboard more affluent clients.

4) Advanced Planning—while available to all clients of POM Planning affiliated advisors, affluent clients will need help with asset protection, estate planning, corporate buyouts, etc. Help on these topics will be overseen by Advisory Board Member Roccy DeFrancesco, JD, CAPP, CMP who will bring in other team members as needed to help.

We are very excited to have such a top-notch advisory board!
POM Team

Joe Maas is the Chief Investment Officer and lead portfolio manager for Synergy Financial Management LLC (SFM). A highly trained financial analyst, Joe is responsible for analyzing current and potential investments for the firm through deep fundamental analysis, researching industry trends, speaking to industry experts, and through a thorough understanding and application of quantitative methods and technical analysis. Mr. Maas is very unique because he is certified in so many areas of expertise. He has earned certificates from nine prestigious organizations, and, with over two decades of financial industry experience, his unique core specialty is providing comprehensive investment management services for individual investors, business owners, and financial advisors.

  • We are Commit to Work Daily to Get it Right
  • Embrace Integrity And Openness
  • Practice Responsible Stewardship of Your Money
  • Invest Like it is Our Own Family
  • Strive To Keep Expenses Low
Ad Astra’s team consulting proved to be the tune up we needed to improve our campaign results, and it really shows on our turnover.
Brenda McIntyre
Majestic Vista LLC

Reach Your Goals Now

Ready to learn more about POM Planning and why we may be a good fit to accomplish your financial and/or retirement planning goals?
Give us a call
Email us
We handle the US
Serving the USA