About Company

Solstice Wealth is a fee-only, fiduciary financial advisory firm proudly based in Austin and serving clients nationwide, providing ongoing financial planning, investment management, and tax strategy in an all-inclusive relationship. The company focuses on guiding people through major life transitions—such as inheritance, divorce, loss, or rapid business growth—by combining technical expertise with an empathetic, therapeutic-informed approach to money. Co-founded by CERTIFIED FINANCIAL PLANNER Philip Olson and Certified Financial Therapist (Level 1) and Investment Advisor Representative Julia Lorenz-Olson, Solstice Wealth aims to demystify complex financial systems, manage portfolios with care through rebalancing and tax-smart tactics, and deliver transparent, commission-free advice that centers each client’s values, goals, and emotional well-being.

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