Synthesis definition: something that is made by combining different things (such as ideas, styles, etc.)

 

Protecting Your Assets

If we should go into a crisis what should you do. [.A crisis..]

Our Purpose to Exist...Our Mission

We’re synthesizers at the heart of personal finance and financial advising, and share a love for conservative planning by being expert in three areas from our past – present:  real estate; accounting; and prudent investing.  After all investing requires spotlighting the direct link to taxes.  Our values can be summed up by our holistic mission statement which is client-centric to its core.

We encourage clients to:

Be yourself when you live and plan

Participate in financial bucketing

Engage us in crafting multi-options for any investment decision

Experience

What Really Matters

​Registered to do business in the following states: Rhode Island, Massachusetts, New Hampshire, Virginia, California, Florida, and Pennsylvania 

Securities and Investment Advisory Services offered through Cambridge Investment Research, Inc., Member FINRA SIPC   

Investing involves risk and you may incur a profit or a loss. Please carefully consider investment objectives, risks, charges, and expenses before investing.


Would you like a worry free future?


Wouldn't we all? Finally, you can have the future you want without the worry of what tomorrow is going to hold for you financially. Thomas Manning is dedicated to helping you achieve all of your future hopes and dreams with ease and comfort.

Why Diversification

Reducing risk through diversification is important to most investors, see why [.diversification..]

About Tom

Synthesis Advisors has well over 30 years of financial-planning experience. 

We are at the forefront of this quickly changing economy and we work closely with our clients because we are fully committed to meeting and exceeding expectations. We also believe in keeping our services affordable to our clients, we make sure to work around your budget.


We are proud that so many of our clients have repeatedly turned to us for guidance and assistance with their financial futures, and we work hard to earn their loyalty every day.

Synthesis Advisors was born out of Tom Manning's love for the financial industry, and the global economy. Tom has a background in accounting, he worked as a young professional knocking on doors of businesses   to drum up accounting  clients  at a time when most young people didn’t understand the value of hard work and grit. Tom worked his way up through the company becoming a senior member  grabbing different small business clients in the Boston area. His love for investing grew when he bought his first piece of commercial real estate at 25.


Tom’s belief in quality of life, and that investments, and planning for the future, doesn’t have to be emotional decision. It can be a rational one that is carefully thought out through not only his past experience but through his process of let’s do the research, let’s way all the options, lets stop and think. As proclaimed by one colleague as a “financial guru ~ Tom knows more about the US economy and the Global economy than anyone else I’ve seen, he studies it on a daily basis”


So today, what is your current approach to ensuring that you are maximizing the dollars that you invest all the while being mindful of you future, your business, your buckets, therefore ultimately bridging the gap between your current financial reality, and your ideal reality?


Today, where are you capitalizing on your different financial buckets? Which pools are you dripping into to get that ultimate synthesis of financial growth, all the while honoring today's reality? Synthesis Advisors  will help you demystify which pools to drip into, and when...

Tom began his career in accounting, he worked as a young professional knocking on doors to drum up business at a time when most young people didn’t understand the value of hard work and grit. Tom worked his way up through the company becoming a senior member grabbing different small business clients in the Boston area. His love for investing grew when he bought his first piece of commercial real estate at 25 and also became a director of a credit union at that time.

Tom’s belief in the quality of life, and that investments, and planning for the future, doesn’t have to be an emotional decision. It can be a rational one that is carefully thought out through not only his past experience but through his process of let’s do the research, let’s way all the options, lets stop and think. 

Tom Manning is driven through the success of his clients, and believes that bucketing helps you build your business, your life, and your financial future. You may be asking yourself, what are the buckets? Well, that is a great question, the buckets are Real Estate, Business Ownership, and Investments ~ through his past experience, and current market knowledge, Tom synthesizes connections and knows the right amount to place in each of these buckets to thrust you toward your goals.

So today, what is your current approach to ensuring that the investment decisions you are making not only grow, but you are made aware of the tax ramifications, with a diversified plan, and that is monitored so that if a downdraft were to hit, you have less impact, with tax efficiency in mind to live well with the lifestyle you hope for, so that it becomes a reality that you envision?

Relevant Reading

The most important thing is to define your goals