Bluespring Wealth Acquires Synthesis Wealth Planning
May 20, 2026
Bluespring Wealth announced it has acquired Kestra Financial-affiliated Synthesis Wealth Planning, a planning-led wealth management firm headquartered in Morristown, New Jersey. The combined practice brings Bluespring’s community to roughly $1.1 billion in overseen assets and expands its footprint with offices across New Jersey and Jupiter, Florida.
- Buyers
- Bluespring Wealth
- Targets
- Synthesis Wealth Planning
- Industry
- Wealth Management
- Location
- New Jersey, United States
- Transaction Type
- Buyout
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