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161 Madison Ave Suite 200 Morristown, NJ 07960

973-601-5020

Commitment

We pride ourselves on putting our clients’ needs ahead of our own and always doing the right thing.  We believe in the mantra “do well by doing good,” and that is what guides us.

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Fiduciary

We are obligated to uphold the fiduciary standard with our clients.  This means putting your best interests first, fully disclosing all important facts, avoiding conflicts of interest, providing unbiased advice, and using our know how to best serve your needs.

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Quality of Life

So many financial plans focus on the future, which is important, but in doing so they forget to plan for today.  Work with us to plan for today and tomorrow.

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A Personalized Approach

No one strategy fits everyone, which is why we give you our undivided attention. 

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Our Process

Our Process

Your financial planning needs are as unique as your fingerprint!
For some, the planning needs are very extensive, and for others, the needs are minimal, but no less important. Our deep financial knowledge and broad life experience informs our every decision, with only one goal in mind: your ideal future.

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Where do I start?

Where do I start?

You start with a free consultation. We believe every person deserves access to sound, informed financial advice. Regardless of your situation, risk tolerance, and goals we’re ready to help you prepare for the future. Come rain or shine, together we’ll encourage your investments to grow for years to come. 

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CULTIVATED FOR YOU

Your Goals Are The Key To Planning

Empowering people to be able to live well today through planning responsibly for tomorrow.

Like the strongest of trees, the seeds you plant today can help lead to a comfortable future and provide protection.

Organic growth underlies all that we do at Synthesis Wealth Planning. Together, we’ll design a roadmap that starts with the future you want and leads to the end goal of your financial independence. Our approach is designed for the long-term to help you weather the harshest of storms.

Your Goals, Our Strategies

Discover an array of services for all your financial needs.

  • Insurance

    Protecting the wealth you have already created, and will create in the future, is critical to a sound financial plan. How? LEARN MORE

  • LGBTQ

    If you are in a same-sex relationship, financial discussions can be particularly difficult and confusing. Why? LEARN MORE

  • Retirement

    We prefer using the term “achieving financial independence” rather than “retirement.” Why? LEARN MORE

Helpful Content

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

<p>Inflation & Your Money</p>

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.
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<p>What Is My Life Expectancy?</p>

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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<p>Keeping Up with the Joneses</p>

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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Have a question? We're ready to help. 

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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.