SYNERGY

2027

Hilltop Wealth Advisors created Synergy as a year-round community for financial advisors who are building and growing their practices. Through the year, we gather at base camp for informal quarterly Synergy Socials. Each summer, the climb leads to the Synergy Summit, an invite-only, two-day gathering where a select group of advisors works through the questions every growing firm faces.

WINTER SOCIAL 2027

You don’t need a Summit invitation to join a Synergy Social. Bring your questions, your ideas and maybe a teammate, and leave with:

  • Fresh perspective from advisors who may have already worked through the questions you’re facing now

  • Ideas on growth, operations, technology and hiring worth bringing back to your team

  • New relationships with peers who are glad to share and to learn

  • A first look at the Synergy community and the kinds of conversations that happen at the Summit

SAVE
THE
DATE

WINTER SOCIAL 2027

JANUARY 21, 5-7PM

Location: Red Phone Booth
125 W Orange St, Durham, NC 27701

Theme: To be announced

WHO SHOULD BE THERE

Synergy is for financial advisors and their team members who are actively building and growing their practices, from independent RIAs to teams at broker dealers. Every expedition needs a mix of people. Maybe you’ll see yourself as one of them.

01 / THE CLIMBER

You’re in the middle of the climb. Your firm is growing, and you’re working through big questions about operations, technology, hiring or succession

02 / THE SCOUT

You know the best routes are often found by talking to people who’ve been there. You want to hear how other firms are handling the same terrain you’re facing.

03 / THE GUIDE

You’ve learned a few things along the way, and you’re glad to share them. You’re open to swapping ideas and lessons learned, and to picking up a few new ones too.

Your next waypoint

Subscribe to be among the first to hear about upcoming Socials, news from the Synergy community and updates on the 2027 Summer Synergy Summit. Then follow along with us on social media for a look at what’s happening between climbs.