Synthesis Wealth Planning Revenue
Financial Services • 
Morristown, New Jersey, United States • 11-20 Employees
Synthesis Wealth Planning revenue & valuation
| Annual revenue | $1,112,215 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,600,000 |
| Total funding | No funding |
Key Contacts at Synthesis Wealth Planning
Kim S. Luthy
Director Of Wealth Planning
Elizabeth Coelho-Powell
Director Of Operations
Company overview
| Headquarters | 161 Madison Ave, Suite 200, Morristown, NEW JERSEY 07960, US |
| Phone number | +19736015020 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Asset Management, Estate Planning, Risk Mitigation, Tax Efficiency, Financial Planning And Implementation, Iras & Roth Iras |
| Founded | 2018 |
| Employees | 11-20 |
| Socials |
Synthesis Wealth Planning Email Formats
Synthesis Wealth Planning uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@synthesiswealth.com), used 61.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@synthesiswealth.com | 61.5% |
{first name}{last name} | johndoe@synthesiswealth.com | 38.5% |
About Synthesis Wealth Planning
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 in a friendly, welcoming, nonjudgemental environment.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Synthesis Wealth Planning has 5 employees across 4 departments.
Departments
Number of employees
Funding Data
Synthesis Wealth Planning has never raised funding before.
Synthesis Wealth Planning Tech Stack
Discover the technologies and tools that power Synthesis Wealth Planning's digital infrastructure, from frameworks to analytics platforms.
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