Solvang, CA Office

Synchronous Wealth Advisors serves individual and high-net-worth clients, offering discretionary investment management, financial planning, and the recommendation or retention of third‑party advisers when appropriate. Its services focus on managing personalized portfolios for individuals rather than sponsoring wrap fee programs.

The firm applies fundamental analysis and a long‑term, risk‑based approach implemented through diversified allocations that can include mutual funds, ETFs, individual securities, fixed income, REITs and other instruments, and it typically acts with discretionary trading authority while allowing clients to impose reasonable restrictions. Adviser representatives monitor accounts on an ongoing basis and may engage independent third‑party advisers to manage portions of client portfolios.

Noteworthy aspects disclosed in the brochure include an affiliation with an independent registered investment adviser under common control (an arrangement the firm characterizes as separate from its own client solicitations) and a pricing model that relies on flat recurring fees rather than the more common percentage‑of‑assets fee. The firm’s recent amendments also note changes to its third‑party relationships and custody arrangements, including discontinuing a sub‑advisory relationship with 55ip and adding an additional custodian.