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Solstice Wealth (Formerly Art of Finance)
Planification financière experte et conseils en investissement pour un avenir sûr à Austin.
5(5 avis)
Business
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Planification financière experte et conseils en investissement pour un avenir sûr à Austin.
Solstice Wealth, anciennement connu sous le nom d'Art of Finance, est une société de conseil financier de confiance basée à Austin, au Texas. Spécialisée dans la planification financière personnalisée, la gestion d'investissements et les stratégies de retraite, l'équipe dirigée par Philip et Julia offre des conseils empreints de compassion et de clarté pour aider les clients à atteindre leurs objectifs financiers. En mettant l'accent sur la construction de relations à long terme et sur l'offre de services complets, Solstice Wealth permet aux particuliers et aux couples de naviguer dans des décisions financières complexes avec confiance et clarté.
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Des plans personnalisés pour gérer le budget, l'épargne et les objectifs financiers à long terme avec des conseils d'experts.
Gestion professionnelle de portefeuilles et stratégies d'investissement adaptées à votre tolérance au risque et à vos objectifs.
Des stratégies complètes pour sécuriser votre retraite, y compris l'épargne et la planification des revenus.
Des conseils pour choisir et mettre en œuvre des contrats d'assurance vie afin d'assurer une sécurité financière et une tranquillité d'esprit.
Consultations individuelles ou en couple pour traiter les incertitudes financières et élaborer des plans d'action.
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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