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Our Story

Synthesis Wealth Planning, LLC was formed in January 2018 by four partners who wanted to create a full-service planning firm that is, first and foremost, client-centric. We had grown 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.

Achieving a certain ‘assets under management’ quota one quarter has nothing to do with helping Sally and Tito retire confidently at 62, allowing them to spend their early retirement years riding horses. Similarly, selling a specified amount of insurance premium next year has nothing to do with protecting Gerry’s family so his non-working spouse will have the money needed to pay the bills and stay in the house with their three children in the event of his premature demise.

Our ideal client is one who wants to enjoy life. Our clients typically work 8-10 hours a day and want to go home afterward to spend time with their family and friends. Our retired clients want to do the same. 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.