Bluespring Wealth Acquires Synthesis Wealth Planning, Adding $1.1B in Assets
AcquisitionFinanceM&A

Bluespring Wealth Acquires Synthesis Wealth Planning, Adding $1.1B in Assets

May 20, 2026

Deal Summary

Bluespring Wealth announced the acquisition of Synthesis Wealth Planning, a Kestra Financial‑affiliated RIA based in Morristown, New Jersey, bringing roughly $1.1 billion in assets under management into its platform. The deal also folds in IFG Wealth Strategies, previously acquired by Synthesis, expanding Bluespring’s footprint from New Jersey to Florida. This marks Bluespring’s fifth acquisition in 2026.

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