We're a financial planning firm but maybe just a tad different than your run-of-the-mill firm. We specialize in navigating major transitional moments, and create intentional space for the messy all-over-the-place conversations that financial matters tend to require.

Founded by Philip Olson and Julia Lorenz-Olson, the multi-award-winning creators of Two Cents, a PBS show providing fun and engaging informational episodes on important financial topics.

Solstice Wealth works with folks on an ongoing basis, with an annualized cadence that incorporates regular planning, cash flow, portfolio development and comprehensive management.

Solstice Wealth

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