Solstice Wealth (Formerly Art of Finance)

Solstice Wealth is a financial planner in Austin, TX. The firm provides fee-only financial planning, investment management, and tax strategy to client families across the US. With a 5.00 rating from 25 reviews, the firm specializes in navigating major life transitions such as inheritance, divorce, loss, and sudden business growth.

Founded by Philip Olson and Julia Lorenz-Olson, who are also known for the award-winning PBS show Two Cents, the firm operates with a relational focus. The team includes Philip, a Certified Financial Planner, and Julia, a Certified Financial Therapist and Certified Financial Planner. Solstice Wealth offers ongoing financial planning to address changing life circumstances, continual investment management including rebalancing and tax-smart harvesting, and proactive, year-round tax strategy. The firm serves various clients, including business owners and individuals looking to transition from high-paying jobs to different lifestyles.

Solstice Wealth is known for its commitment to a fee-only model, which means providing advice without commissions or selling products. The firm is recognized for its expertise in helping clients manage the financial and emotional complexities of money through a supportive, empathic approach.

The firm provides dedicated financial guidance and investment management for families throughout Austin and across the country.

Services:

• Certified Financial Therapy
• Fee-Only Financial Services
• Managing Investments
• Ongoing Financial Planning
• Tax Strategy