Focused On Your Financial Future
From retiring early to funding a college education to fueling your passion for philanthropy, we want to know what’s important to you, your spouse, and your family — and how you see your needs changing over time. Read more below about how we can work with you to help your financial needs.
A Client-Centered Approach
Regardless of the level of wealth, we’ve always believed that people can live a better life if their finances are properly managed and well-understood. This inspired us to pursue a career in financial services to help people live a life focused on what’s truly important.
- Retirement
We prefer using the term “achieving financial independence” rather than “retirement.” Why?
- Small Business Owners
Help small business owners and executives across many industries, find the confidence to monetize and transfer the business and its long-term success. How?
- LGBTQ+
If you are in a same-sex relationship, financial discussions can be particularly difficult and confusing. Why?
- Women Entrepreneurs
We strive to empower our female clients with the right resources and knowledge in order to achieve their own financial independence. Why?
Join Us For An
Online Course
Session #1: 2 Part Series
Wednesdays, October 12 & 19
6:30 - 8:30 pm
OR
Session #2: 2 Part Series
Tuesdays, October 18 & 25
6:30 - 8:30 pm
Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an afffiliate of Kestra IS, KEstra IS and Kestra AS are not affiliated with Synthesis Wealth Planning, LLC. Investor Disclousres: https://bit.ly/KF-Disclosures.