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Philip
CERTIFIED FINANCIAL PLANNER
For over 15 years, Philip has supported big (+ small) transitions for folks nationwide, and is pleased as punch to be a part of peoples’ lives as a trusted advisor.
Philip co-founded Solstice in order to demystify the overly complex financial systems and decisions we're faced with every day.
Julia
Certified Financial Therapist (Level 1)
Investment Advisor Representative
If you're looking for an empathic, sassy budgeting nerd with over 20 years as an entrepreneur, well...you found her!
After becoming disillusioned with the realities of the American financial system, Julia co-founded Solstice to help people fully embrace the inner complicated feelings we all have around money to create positive outer change.
The best money we've spent since being married.
Solstice gave us a shared language and sense of ownership over our budget and money. They helped to prompt questions and discussions on what we wanted OUR lifestyle and money goals to be as a newly married couple.
Rachael
Solstice Client
Disclosure: This quote is from a current client of Solstice Wealth. Solstice Wealth didn't pay for the testimonial.
Past client experiences do not guarantee future results; individual results may vary. (the suits made us say this!)
We're fee-only.
That means:
No Commissions.
No Selling Things.
Just advice, that serves your needs.
Your therapist thinks we should talk...
Our (all-inclusive) Financial Services:
Ongoing
Financial
Planning
Life keeps changing, and we keep planning for that.
Our continual relationship means we'll be there as things shift.
Managing
Investments
Get off the emotional roller coaster.
We handle your assets with care, including rebalancing, tax-smart harvesting, and complete portfolio setup.
Tax Strategy
We optimize for taxes year-round, making moves and choices aimed at reducing your tax burden.
fee only financial planning
solstice wealth
fee-only
Our (all-inclusive) Financial Services:
Ongoing
Financial
Planning
Life keeps changing, and we keep planning for that.
Our continual relationship means we'll be there as things shift.
Managing
Investments
Get off the emotional roller coaster.
We handle your assets with care, including rebalancing, tax-smart harvesting, and complete portfolio setup.
Tax Strategy
We optimize for taxes year-round, making moves and choices aimed at reducing your tax burden.
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