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Solstice Wealth (Formerly Art of Finance)
Fachkundige Finanzplanung und Anlageberatung für eine sichere Zukunft in Austin.
5(5 Bewertungen)
Business
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Fachkundige Finanzplanung und Anlageberatung für eine sichere Zukunft in Austin.
Solstice Wealth, früher bekannt als Art of Finance, ist eine vertrauenswürdige Finanzberatungsfirma mit Sitz in Austin, Texas. Sie ist spezialisiert auf individuelle Finanzplanung, Vermögensverwaltung und Ruhestandsstrategien. Das von Philip und Julia geleitete Team bietet eine einfühlsame, klare Beratung, um Kunden dabei zu helfen, ihre finanziellen Ziele zu erreichen. Mit dem Fokus auf den Aufbau langfristiger Beziehungen und dem Angebot umfassender Dienstleistungen befähigt Solstice Wealth Einzelpersonen und Paare, komplexe finanzielle Entscheidungen mit Zuversicht und Klarheit zu treffen.
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Maßgeschneiderte Pläne zur Verwaltung von Budgets, Ersparnissen und langfristigen finanziellen Zielen mit fachkundiger Beratung.
Professionelles Portfoliomanagement und Anlagestrategien, angepasst an Ihre Risikotoleranz und Ziele.
Umfassende Strategien zur Sicherung Ihrer Altersvorsorge, einschließlich Spar- und Einkommensplanung.
Beratung bei der Auswahl und Umsetzung von Lebensversicherungspolicen für finanzielle Sicherheit und Seelenfrieden.
Einzel- oder Paarberatungen, um finanzielle Unsicherheiten anzugehen und umsetzbare Pläne zu erstellen.
My wife and I started with Philip as our Financial Advisor seven or eight years ago after some great friends recommended him. He has been tremendous with us along with his wife Julia. We would not be where we are today in our Portfolio and investments without Philip. He exceeded our expectations and continues to do so. I highly recommend him for any and all investment / financial planning.
Philip and Julia are easy to work with and worthy of our trust and business. My husband and I wish we had found a CFP as soon as we married; we would be much better off financially if we had jumped right into a financial plan and investing versus feeling unsure and stuck. Furthermore, Philip gave us guidance that helped us get life insurance in place, which is key to our financial security. If you're feeling lost or stuck, they can help!
My wife and I went into this not knowing what to expect in terms of how to handle our money beyond basic checking, savings, and credit card accounts. However, with Julia, Philip, Helen, and Kara's help, their warm, inviting approach to personal money management gave us the confidence we needed not only to pull our minds out of the weeds of uncertainty but to get a clear, big picture of where our money actually goes each month. It's truly refreshing to get such thorough, compassionate help through our sessions and notes knowing we are investing in ourselves along the way. Overall, both of us highly recommend even just getting a consultation from The Art of Finance knowing they put your money needs first.
Julia, Phillip, and Kara patiently guided me from being fearful of handling my money to ever-increasing confidence and competence in all aspects of budgeting and retirement planning. Their expertise, empathy, and synergy as a team are an incredibly effective combination. I warmly recommend Art of Finance to anyone looking to gain lasting insights and make fundamental changes to their personal financial life.
My husband and I have met with both Julia and Philip in two separate Zoom calls to talk about our retirement plans. We both came in with some knowledge but not enough to make confident decisions. It's amazing how both can explain complex financial concepts to just the average Joe. We both don't have a financial background, yet we walked away feeling more confident about our future and decisions. I have recommended friends to use The Art of Finance! We'll be back if we need financial advice again. Thank you, Art of Finance, for being so awesome!
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