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Synthesis Wealth Planning, LLC Employee Directory

Financial ServicesNew Jersey, United States11-50 Employees

Synthesis Wealth Planning, LLC operates in the financial services sector as a full‑service planning firm focused on client-centric wealth management. The company emphasizes financial clarity and mindful decision‑making to help clients enjoy life, rather than prioritizing production metrics or assets under management. Its target clients include individuals and families seeking guidance to retire confidently and manage wealth in a way that supports everyday living and future goals, with an emphasis on accessibility and a nonjudgmental, welcoming environment. Based in Morristown, New Jersey, the firm was formed in January 2018 by four partners who sought to contrast traditional industry incentives with practical, life‑oriented planning. A recent development noted is the acquisition of Synthesis Wealth Planning by Bluespring Wealth Partners, LLC for $1.1 billion in May 2026, indicating a significant strategic shift for the firm within the broader financial services landscape.

Find Synthesis Wealth Planning, LLC employees' phone numbers or email addresses

Synthesis Wealth Planning, LLC Global Highlights

Location
Employees

North America
17

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  • United States Of America
    17

Synthesis Wealth Planning, LLC's Leadership

  • Stylized image of a person
    A. P.
    Partner
    Mobile Phone
  • Stylized image of a person
    K. S.
    Director Of Wealth Planning
    Mobile Phone

Synthesis Wealth Planning, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Finance
  • Other

Contact profiles from Synthesis Wealth Planning, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    A. P.
    Partner
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    K. S.
    Director Of Wealth Planning
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Synthesis Wealth Planning, LLC known for?

Minus sign iconPlus sign iconSynthesis Wealth Planning, LLC was founded in 2018 operates in the Financial Services industry. Explore Synthesis Wealth Planning, LLC's company overview page for more information.

What is Synthesis Wealth Planning, LLC's most common email format?

Minus sign iconPlus sign iconSynthesis Wealth Planning, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Synthesis Wealth Planning, LLC email formats with LeadIQ.

How many employees does Synthesis Wealth Planning, LLC have currently?

Minus sign iconPlus sign iconSynthesis Wealth Planning, LLC has approximately 12 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Synthesis Wealth Planning, LLC's key employees and leadership?

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As of August 2026, Synthesis Wealth Planning, LLC's key employees include:

  • Partner: A. P.
  • Director Of Wealth Planning: K. S.

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