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Our Story

Synthesis Wealth Planning, LLC was formed in January 2018 by three partners who wanted to create a full-service planning firm that is, first and foremost, client centric. We grew tired of the industry focus on production numbers, sales quotes, and assets under management, as those industry measures and incentives rarely help clients with managing and planning their wealth.

We want to ensure our clients are those who get to enjoy life. Our clients retired or working want to spend time with their family and friends. They want to spend their free time pursuing hobbies, cooking, boating, skiing, scuba diving, reading novels, riding bicycles, enjoying a wine tasting event, visiting their parents, redecorating the bathroom, etc. None of our clients want to spend hours of their life researching investments, reviewing the billions of pieces of financial information that exist, or struggling to understand how it all applies to them.

Our goal is to help you achieve financial clarity, make mindful and informed financial decisions, and give you the peace of mind to enjoy life in a friendly, welcoming, non-judgmental environment.