About SI


Synchronized Investments is a small team of highly-specialized financial management experts. We provide comprehensive financial management to clients holding liquid assets ranging from several hundred thousand to several million dollars. 

Our unique, proprietary model allows us to synchronize all aspects of each client’s wealth management, while serving their best interests over our own, in every case.

Our founder and CEO, Charlie Donahue (with 20+ years in financial services), serves as our team’s coach – and as a financial coach for our clients.

Each of our other team members is a credentialed expert with in-depth training and substantial experience in just one or two professional disciplines (financial planning, investment strategy, tax management, estate planning, insurance strategy, etc.).

  • We do not promote or sell proprietary products
  • We have no financial ties to brokers or brokerage houses
  • We realize no financial benefits from controlling client assets
  • We accept no commissions, “finder’s fees,” or other outside compensation
  • We charge each client a flat, monthly fee

Our model is goals-driven, holistic (coordinating all aspects of each client’s financial plan) and bias-free.

Unlike most of our peers, we never benefit financially from advising our clients to choose one vehicle or strategy over another.

Instead, we focus on developing customer loyalty through a job well done.

Synchronized Investments headquarters is based in San Francisco, but we work closely with clients throughout the nation.

Contact us today to request more information or schedule an initial (no-obligation) meeting.

Discover the most important difference between us and other advisors..

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