About

Synergy Financial Group was formed in January 2015 with the merger of Three Rivers Insurance and Lighthouse Wealth Management. For many years, Thad Winter, owner of Three Rivers Insurance along with David Knuth and Alan New, owners of Lighthouse Wealth Management had a vision of joining forces to create more “Synergy” for their clients and overall practice.

synergy-financial-group-fort-wayne-indianaAfter much prayer and planning, the vision of Synergy Financial Group came to light in 2015. Prior to the merger, Thad Winter had been providing “The Right Protection at the Best Price” for property and casualty insurance to his clients and the greater Fort Wayne area and David Knuth and Alan New had been helping their clients Preserve, Protect and Create income streams for life.

Everything you need, under one roof.

With the forming of Synergy Financial Group, we are now a “One-Stop” firm for all of your insurance and financial services.

Synergy Financial Group is an Independent Insurance Agency, which means we represent many different companies so we can find the one that is right for you. We can shop your insurance for you instead of you having to call around.

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Our goal is to provide you with the insurance you want at the lowest possible price, while providing you with the highest level of customer service. We can furnish you with an assessment of your insurance needs and a choice of which package fits you best.

It helps to find an agency that you know and can trust. Our staff has the knowledge and experience of our insurance products to provide maximum benefit and protection to our clients. Let one of our licensed professional insurance agents help you with any of your personal or business insurance needs serving Fort Wayne Indiana & Ohio.

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