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Solstice Wealth
Solstice Wealth is a fee-only financial planning firm. They offer ongoing financial planning, investment management, and tax strategy. The firm was...
Overview
Solstice Wealth is a fee-only financial planning firm. They offer ongoing financial planning, investment management, and tax strategy. The firm was co-founded by Philip and Julia to demystify complex financial systems and help people navigate change, including the financial and emotional parts.
General information
Firm type
Multi Family Office
Location
City
Austin
Principals
Philip
CERTIFIED FINANCIAL PLANNER, co-founder
Julia
Certified Financial Therapist (Level 1), CERTIFIED FINANCIAL PLANNER, co-founder
Helen
Operations Manager
Sector focus
Frequently asked questions
What is Solstice Wealth's investment strategy?
Public sources do not detail Solstice Wealth's investment strategy. Asset-class allocation, stage focus, and geographic coverage are not disclosed. The firm's lack of public communication makes its strategy opaque.
What is the AUM of Solstice Wealth?
Solstice Wealth's assets under management are not publicly disclosed. No figure or estimate has been reported in any known publication. The AUM band is therefore listed as undisclosed.
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