Although there are no two investors who are exactly the same, we have found similar interests exist with our clients and often professional advice from multiple parties is needed.
Our Company
Our Firm
Focused TIME is your most precious resource. We can help you save more of it, while increasing profit, cash flows, and assets.
Sometimes assets can demand too much of your valuable time. Ideally, the assets are supposed to help you have the benefit of financial resources without demanding valuable time and energy managing them. This is common with real estate investors. We can help.
Company
Have you ever seen an F1 professional racing team? The driver (or pilot) of the car has to perform exceptionally well and be well supported by his or her team. The pit stops are done in a matter of seconds changing tires and refueling so the driver can get back on the track as soon as possible.
In the race itself, the drive is in constant communication with his race engineer making adjustments to the weather and other drivers on the track.
And of course, engineers are on standby waiting to make any mechanical changes to the car if something goes wrong.
Everyone is on the same page, knows their job, and has mastered their trade.
This is what we do with money. Where you are the driver, and we are your crew, working as a team bringing all disciplines together in one place. Optimize your plan by increasing cash flows, and asset values, and protecting your interests.
Steve Montgomery
Mr. Montgomery is the Founder and CEO of Legion Private Wealth Management. The combination of experience and the development of long-standing relationships across multiple asset sectors helped Mr. Montgomery developed and honed his skills to combine seemingly unrelated assets in unique ways and create new advantages. His real-world success and insight led Mr. Montgomery to leverage his desire in helping and advising people from harm’s way bringing honor and hope to families all over the world.
Before becoming an entrepreneur, Mr. Montgomery honed his ability to get to any table in his commitment to being a person of value and enjoyed a stellar career in the financial services industry with both Morgan Stanley Smith Barney and Merrill Lynch. This experience crafted his leadership and dealmaking skills.
Mr. Montgomery proudly served in the U.S. Navy as a Boatswain’s Mate and a Search and Rescue Swimmer and graduated from the University of Washington with a Mechanical Engineering degree. He is the super proud husband of Lindsey and is a grateful father to three angels on loan who teach him the invaluable lessons of life.
Lowell Bruhn
Lowell Bruhn is a proven strategic, operational, and tactical leader with more than 31 years of distinguished service in the United States Navy SEAL Teams, culminating in his role as Director of Future Operations at the Naval Special Warfare Command. In that capacity, he led the planning, allocation, and application of Naval Special Warfare forces and capabilities to execute strategic policy and advance national defense objectives worldwide.
Transitioning from military service to financial planning, Lowell brings the same dedication, clarity, and mission focus that defined his SEAL career. He is deeply passionate about helping individuals and families achieve financial confidence through a transparent, straightforward approach. His philosophy blends disciplined performance, clear communication, and the power of teamwork -principles honed over decades of leading high-performing teams in complex environments.
Lowell holds a Master of Science in Accounting from the University of Illinois Urbana-Champaign, a Master of Public Administration, and a Bachelor of Business Administration from National University, specializing in public and private finance. He has fulfilled the educational requirements to sit for both the CPA and CFP® exams and is actively pursuing those advanced designations.
Based in San Diego, California, Lowell and his wife, Debbie, have three sons: Seth, a former U.S. Army paramedic now pursuing a career as a Physician Assistant; Jacob, a U.S. Navy FA-18 jet engine mechanic; and Logan, a business student at San Diego State University. Outside of work, Lowell enjoys riding his Harley-Davidson, restoring classic trucks, and practicing Brazilian Jiu-Jitsu.
Money Management Expertise
Synergy Asset Management, led by Joe Maas is our third party money manager.
Mr. Maas is a highly trained financial analyst, 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 has earned certificates from nine prestigious organizations, and, with over two decades of financial industry experience, our core specialty is providing comprehensive investment management services for individual investors, business owners, and private placements.
With a variety of world-renowned professional designations; including the CFA (Chartered Financial Analyst) Charterholder designation, which is the world’s most respected investment professional’s achievement. In addition to the CFA, a certified valuation analyst (CVA) and is accredited in business appraisal review (ABAR). Synergy’s professional capability also includes being a certified merger and acquisition advisor (CM&AA) trained and experienced in buying and selling middle-market companies with revenues from $5 million to $500 million.
Through years of training and experience Mr. Maas has earned a reputation as a Certified Financial Planner™ (CFP®), having fulfilled the requirements of the Certified Financial Planner Board of Standards, and is also a chartered financial consultant (ChFC) qualified to provide comprehensive advanced financial planning.
Adding to the many skills are specialties in life insurance and estate planning as a chartered life underwriter (CLU®) and being a certified commercial investment member (CCIM™) with expertise in commercial and investment real estate. The bedrock of all these credentials started with a Master of Science in Financial Services (MSFS) from The American College.
Our collective offering is a 360-degree financial services firm, providing a variety of solutions as a collective team. With a team of capable and broadly experienced financial advisors, Synergy provides a complete mix of integrated financial services.
Mr. Maas has aligned with a number professional organizations; and has participated as a guest lecturer for the Washington State Bar Association and taught corporate finance as an adjunct professor at Seattle Pacific University, and conducted postgraduate finance studies in Japan, Hong Kong, China, and Thailand.
External Partners
DCA Tax Planning
Daren Anderson & Company
Daren Anderson Bi0
Daren Anderson is the owner operator of DCA Tax Planning, located on Whidbey Island, Washington.
Daren has deep roots in the community and has spent over three decades of his life developing these professional relationships. After becoming a Certified Public Accountant (CPA), Daren naturally progressed towards higher degrees of responsibility and visibility. Serving in roles of CFO and CEO at an independent power producer, his operation was responsible for $90 million in annual sales. This experience provided Daren with invaluable experience in solving complex problems.
With a drive to serve others, Daren’s years of experience have led him and his team to be more proactive in serving clientele interested in reducing their tax exposure. DCA Tax Planning looks forward to seeing how much clients can save on future taxes rather than reacting to current revenue and expenses. This process often yields more attractive deductions and tax credits not well understood by traditional CPA’s. Simply put, Daren and his team help our clients save more of their hard-earned dollars.
This strategic relationship allows us to be more effective in serving business owners and high net worth families often resulting in increased profitability and cash flows.
Finding the Best Solutions for Our Clients
If You Have Any Question,
Feel Free to Call 888-655-1708
Solving complex problems one step at a time