Preston J Bellaire

My goal is to create solutions and provide service for my client’s needs and concerns.

I help develop strategies that may fill the gap in your financial situation, these can assist to preserve and transfer wealth in retirement for you and your heirs. As a financial advisor, I provide advice by implementing a holistic approach addressing the opportunity to leverage various strategies, products, and companies. The result is a transparent and full disclosure process that engages you in the how and why of the recommendations.

My Commitment to You:

Collaborative * Informative * Responsive

Proud Military Supporter

Preston comes from a family with a strong tradition of military service. His father, six brothers, and one sister served in the United States military, giving him a deep appreciation for the sacrifices made by service members and their families. He is proud to support the military community and those who have dedicated themselves to serving our country.

Professional Designations & Industry Affiliations

• CLTC – Certification for Long-Term Care
• LACP – Life and Annuity Certified Professional
• NAIFA – National Association of Insurance and Financial Advisors

Securities offered through LPL Financial, FINRA/SIPC. Investment advice offered through Synergy Investment Management, a registered investment advisor. Synergy Investment Management and Synergy Wealth Alliance are separate entities from LPL Financial. The information provided is for general informational purposes only and should not be construed as investment, tax, or legal advice. Please consult appropriate professionals regarding your individual situation. All investing involves risk, including the possible loss of principal. No investment strategy can guarantee success or protect against loss. Copyright © Synergy Wealth 2026. All Rights Reserved.