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About the firm
Synchrony Wealth Management believes in doing wealth management differently by challenging the traditional model and aligning wealth with what truly matters. Their process is built on proactive guidance, transparent communication, and expert collaboration, bringing together tax-smart planning, risk management, and investment diversification to deliver holistic strategies. The team has over 50 years of combined experience and is rooted in academic research.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investment management, tax-smart planning, risk management, investment diversification, values-based planning, and personalized wealth strategies including implementation of a financial plan.
Who they serve
Families seeking to establish financial legacies and individuals who don't have the time or resources to navigate finance on their own.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 752 | $145M |
| High Net Worth Individuals | 51 | $100M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
21 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 – $999,999 | 1.00% |
| $1,000,000 – $4,999,999 | 0.90% |
| $5,000,000 – $9,999,999 | 0.70% |
| $10,000,000 – $24,999,999 | 0.50% |
| $25,000,000 – $49,999,999 | 0.30% |
| $50,000,000 – $249,999,999 | 0.20% |
| $250,000,000 – $999,999,999 | 0.10% |
| $1,000,000,000 and above | 0.02% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. EVERSPIRE has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.