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  • THE SNYDER APPROACH

Investment Philosophy

At Snyder Wealth Group, our investment philosophy is rooted in the principles of fiduciary duty, tailored strategies, and a long-term approach to wealth building.

Our mission is to provide our clients with the highest level of service in financial planning and investment management, supported by 50 years of experience.

As a fiduciary, we are committed to acting in your best interest, seeking the optimal financial strategy to help you achieve your goals.

Fiduciary Commitment

Our responsibility is to place our client’s interests above all else. We prioritize trust, equality, and transparency, ensuring that our recommendations are objective, unbiased, and focused on helping you achieve your financial goals. Our commitment to acting as a fiduciary means we continually strive to identify and manage potential conflicts of interest, so you can be confident in the advice and guidance you receive.

Tailored Strategies for Unique Needs

We believe that every client is unique in their financial needs and goals. That’s why we customize each investment plan to suit your specific situation, risk tolerance, and objectives. Our extensive experience in retirement planning, investment management, tax planning, estate planning, and wealth preservation allows us to create comprehensive, personalized strategies designed to exceed your expectations.

Long-term Approach to Wealth Building

Our investment philosophy emphasizes a long-term approach to wealth building. We understand that markets can be volatile and that staying the course through ups and downs is crucial for long-term success. By focusing on well-researched, diversified investment strategies, we aim to help you navigate market fluctuations and build a solid foundation for your financial future.

Client-Centric Service

Our client’s interests are at the heart of everything we do. We strive to personalize each interaction, nurturing trust through integrity and honesty. Our team works cooperatively, valuing each member’s contributions, to provide you with a seamless, personal experience. Our goal is to empower you with a clear understanding of your finances, while our commitment to service excellence ensures that your financial journey with Snyder Wealth Group is rewarding and secure.

In summary, our investment philosophy is grounded in our fiduciary commitment, dedication to tailored strategies, and a long-term approach to wealth building. By upholding our mission statement and remaining true to our core values, we provide comprehensive financial planning and investment management experience that supports you in achieving your goals and aspirations.

(631) 289-4224 • Fax: (631) 289-8130 1733 N. Ocean Avenue • Suite B Medford, NY 11763

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Snyder Wealth Group Form CRS | Osaic Form CRS | Check the background of your financial professional on FINRA’s BrokerCheck.

Securities offered through Osaic Wealth, Inc., Member FINRA / SIPC. Investment Advisory services offered through Mark J. Snyder Financial Services, Inc. A Registered Investment Advisor doing business as Snyder Wealth Group. Osaic is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic.

This communication is strictly intended for individuals residing in the states of AL AZ AR CA CO CT DE DC FL GA IL IN IA KS KY LA ME MD MA MI MN NV NH NJ NY NC OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY. No offers may be made or accepted from any resident outside the specific states referenced.

Advisory services are strictly intended for individuals residing in the states where we have notice filed: FL, NY & VT.

IMPORTANT CONSUMER INFORMATION: A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

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