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 serves individual and high-net-worth clients, providing portfolio management, selection and oversight of outside managers, and comprehensive financial planning. Its planning services cover retirement, estate, tax, college savings, cash‑flow and business planning and are implemented via client‑specific investment policy statements and asset‑allocation targets. The firm’s investment approach emphasizes passive management using diversified index funds and ETFs, supplemented by third‑party model portfolios and outside managers. Solstice Wealth manages the majority of its assets on a non‑discretionary basis, and it uses Altruist’s Model Marketplace and related tax‑management tools to implement and monitor model allocations. Compared with peers, Solstice Wealth is notable for combining predominantly non‑discretionary asset management with platform integrations (Altruist and Betterment Institutional) that provide model access, digital account support, and institutional services. The advisory team pairs passive portfolio construction with financial planning and counseling expertise to inform ongoing reviews and client‑specific implementation.

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.

Name	Location	Years of experience
Julia Lorenz Olson	Austin, TX	1
Philip Olson	Austin, TX	13

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

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