Independent advisor platform Kestra Financial Inc. announced Tuesday it has established a relationship with Synthesis Wealth Planning LLC, a New Jersey-based new management practice comprised of four advisors.
Under the advisement of Kestra Financial, Alex Panas and Daniel Singer collaborated with Karl Rosenberger and Eric Rosenberger to form a partnership between Synthesis Wealth Planning and Family Wealth Planning. The four advisors service the Greater New York City area from their offices in Morristown.
“As Daniel, Karl, Eric and I reached a pivotal point in our careers, we sought a partner with the scale and resources to help us compete in the ever-evolving wealth management landscape,” said Panas. “Kestra Financial’s robust platform enables us to fully service our clients with comprehensive, sophisticated financial planning, investment portfolio management, and insurance consulting technology and services.”
Synthesis’ offers wealth services, specializes in estate and tax planning, investment strategy, insurance and retirement planning.
“From our first meeting, Alex, Daniel, Karl and Eric emphasized the importance of culture. They sought a growing platform with the depth and resources to propel them forward, but wanted to remain nimble enough to deliver personalized services,” said Daniel Schwamb, senior vice president of business development at Kestra Financial. “Through our integrated technology and skilled staff, we feel confident Kestra Financial can empower Synthesis and Family Wealth Planning to expand their practices and efficiently serve their clients’ needs.”
