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Synthesis Wealth Planning

EST. AUM
$1,100,000,000

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Firm Details

Metro area North Jersey
CRD Number
Website synthesiswealth.com
Client types

Overview

Synthesis Wealth Planning is a planning-led Registered Investment Advisor and wealth management practice headquartered in Morristown, New Jersey. Following its acquisition by Bluespring Wealth in May 2026, the firm integrated IFG Wealth Strategies to establish an expanded advisory platform spanning across central New Jersey and Jupiter, Florida. The firm’s general investment approach focuses on long-term wealth preservation, combining financial planning, risk mitigation, and integrated asset allocation models tailored to families, executives, same-sex couples, and women entrepreneurs.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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