A complete list of active advisors currently associated with Solstice Wealth

Warmer can help you find a great advisor at Solstice Wealth or one who fits your needs even better.

Solstice Wealth provides investment management and comprehensive financial planning to individual and high‑net‑worth clients, managing about $53 million for a compact client roster. The firm offers tailored portfolios, assistance selecting and monitoring outside managers, and ongoing planning across retirement, tax, estate, cash‑flow, and insurance topics. The firm primarily uses a passive investment approach built with index mutual funds and ETFs and accesses model portfolios and tax‑management tools through a model marketplace (including Altruist) and custodian platforms. Uncommonly for firms in its peer group, Solstice reports that most assets are managed on a non‑discretionary basis, meaning the firm provides continuous advice but clients or outside managers retain final trading authority. Compared with peers, Solstice combines a small two‑advisor structure and use of third‑party managers and platform models with institutional platform relationships that provide digital onboarding, reporting, and practice‑management support. The firm also does not vote client proxies and relies on custodial/platform arrangements (e.g., Betterment Institutional and Altruist) that include ancillary support services and soft‑dollar benefits, which can affect how custody and execution services are provided.

To learn more about the advisors currently working at Solstice Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.