Solstice Wealth Email Formats

Financial Services • Austin, Texas, United States • 1-10 Employees

Key Contact at Solstice Wealth

Philip Olson

Co-Founder + Principal Advisor

Company overview

Headquarters	Austin, Texas, United States
Website	solsticewealth.co
NAICS	52
Keywords	Tax Planning, Education Planning, Estate Planning, Investment Management, Navigating Transitions, Fee-Only Financial Planning, Ongoing Planning
Founded	2015
Employees	1-10

About Solstice Wealth

We're a financial planning firm but maybe just a tad different than your run-of-the-mill firm. We specialize in navigating major transitional moments, and create intentional space for the messy all-over-the-place conversations that financial matters tend to require. Founded by Philip Olson and Julia Lorenz-Olson, the multi-award-winning creators of Two Cents, a PBS show providing fun and engaging informational episodes on important financial topics. Solstice Wealth works with folks on an ongoing basis, with an annualized cadence that incorporates regular planning, cash flow, portfolio development and comprehensive management.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Solstice Wealth has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Solstice Wealth has never raised funding before.

Frequently asked questions

Solstice Wealth is located in Austin, Texas, US.

Solstice Wealth was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

Solstice Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Solstice Wealth

Philip Olson

Co-Founder + Principal Advisor

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