Bluespring Wealth, the Austin, Texas-based registered investment advisor arm of Kestra Holdings, has acquired Synthesis Wealth Planning, a Kestra Financial-affiliated practice with $1.1 billion in client assets, headquartered in Morristown, N.J. At the same time, Synthesis has acquired IFG Wealth Strategies, a Raritan, N.J.-based Kestra affiliate with $170 million in AUM.<\/p>\n
The combined practice expands Bluespring\u2019s presence across New Jersey and Jupiter, Fla. It represents Bluespring\u2019s fifth acquisition this year, and follows nine deals representing more than $6 billion in AUM in 2025.\u00a0<\/p>\n
Synthesis was founded in 2018 by managing partners Alex Panas, Daniel Singer and Eric Rosenberger. They were affiliated with Summit Equities prior to that. They\u2019re joined by Director of Wealth Planning and Partner Kim Luthy.\u00a0<\/p>\n
\u201cWhen we set our long-term goal of serving 1,000 ideal client relationships, it became clear that reaching it while maintaining the level of service our clients expect would require additional infrastructure and a partner that could help us scale through both organic and inorganic growth,\u201d Panas said in a statement. \u201cBluespring\u00a0gives us the scale, expertise, and national network to do that with confidence.\u201d<\/p>\n