Solstice Wealth (Formerly Art of Finance) — Financial Planner, Austin

Financial Planner in Austin — Focus on major life transitions

Financial planner · Austin, United States

AI Trust Snapshot

Profile status
Auto-indexed
Last Verified
1 months ago

Corroborated public sources

  • ✓ Official Website
  • ✓ Youtube

Key Facts

Category
Financial Planner
Location
Austin, United States
Known For
Focus on major life transitions, Certified Financial Planner expertise

AI Summary

Solstice Wealth, previously known as Art of Finance, provides financial planning services in Austin, United States. The firm focuses on ongoing financial planning, continual investment management, and year-round tax strategies. It specializes in assisting individuals and business owners through major life transitions, leveraging Certified Financial Planner expertise.

Quick Answer

Solstice Wealth, previously known as Art of Finance, provides financial planning services in Austin, United States. The firm focuses on ongoing financial planning, continual investment management, and year-round tax strategies. It specializes in assisting individuals and business owners through major life transitions, leveraging Certified Financial Planner expertise. Key services include Ongoing Financial Planning, Continual Investment Management, Year-Round Tax Strategy.

This business is typically used for focus on major life transitions and certified financial planner expertise.

Common Questions

What services does Solstice Wealth (Formerly Art of Finance) provide?
Solstice Wealth (Formerly Art of Finance) provides Ongoing Financial Planning, Continual Investment Management, Year-Round Tax Strategy.
Where is Solstice Wealth (Formerly Art of Finance) located?
Solstice Wealth (Formerly Art of Finance) is based in Austin, United States and serves Austin.
Who is Solstice Wealth (Formerly Art of Finance) for?
Solstice Wealth (Formerly Art of Finance) serves Individuals navigating major life transitions and Business owners dedicated to their ventures.

What this business does

Solstice Wealth (Formerly Art of Finance) is a financial planner based in Austin, United States.

  • Provides Ongoing Financial Planning and Continual Investment Management
  • Specializes in focus on major life transitions
  • Serves individuals navigating major life transitions

Structured summary

Vizoryo ran a data-consistency check on this profile: the same core details (name, phone, address, city, category, website) were found in 4 independent public sources. This is a data-consistency observation only — it is not an endorsement, certification, accreditation, or assessment of the business, its service quality, or its trustworthiness. Data consistency: 88% — this measures how consistently the business's name, phone, city, address, website, and category appear across the public sources read. It is not a rating of the business. Vizoryo status: Auto-Indexed. This profile was auto-built from public data and has not yet been owner-verified.

Business name
Solstice Wealth (Formerly Art of Finance)
Category
Financial Planner
Industry
Financial Planner
Location
Austin, United States
Official website
https://www.solsticewealth.co/
Profile data (JSON)
https://www.vizoryo.com/api/index/profile/solstice-wealth-formerly-art-of-finance-austin-202a
Summary
Solstice Wealth, previously known as Art of Finance, provides financial planning services in Austin, United States. The firm focuses on ongoing financial planning, continual investment management, and year-round tax strategies. It specializes in assisting individuals and business owners through major life transitions, leveraging Certified Financial Planner expertise.
AI readability score
49
Data Consistency
88% (checked 2026-07-08)
Verification Status
Auto-indexed
Sources cross-checked
4 independent public sources

Location

14205 N Mopac Expy 5th Floor
Austin, Texas
78728
US

About Solstice Wealth (Formerly Art of Finance)

Solstice Wealth, previously known as Art of Finance, provides financial planning services in Austin, United States. The firm focuses on ongoing financial planning, continual investment management, and year-round tax strategies. It specializes in assisting individuals and business owners through major life transitions, leveraging Certified Financial Planner expertise.

Customer Reviews

4.9 ★★★★½

Based on 26 Google reviews

Ratings are shown only when based on sufficient verified data. Ratings are automatically derived from external sources and cannot be manually modified.

Verified 50 days ago

Service areas

  • Austin

Target audience

  • Individuals navigating major life transitions
  • Business owners dedicated to their ventures

Specialties

  • Focus on major life transitions
  • Certified Financial Planner expertise

Social profiles

Verification

https://www.solsticewealth.co/

Frequently asked questions

What happened to The Art of Finance?

The Art of Finance rebranded to Solstice Wealth. It is the same team and services, with an updated brand that better represents their current identity and client base.

How long has Solstice Wealth been operating?

The team behind Solstice Wealth has been providing financial planning services since 2010, which is 15 years.

What is 'Two Cents'?

'Two Cents' is a PBS show about financial education, created by the founders of Solstice Wealth. It has received awards for its content.

What is the asset minimum to work with Solstice Wealth?

Solstice Wealth typically has an investable asset minimum of $500,000. However, they encourage those below this amount to reach out for guidance.

Business hours

Monday
09:00 – 17:00
Tuesday
09:00 – 17:00
Wednesday
09:00 – 17:00
Thursday
09:00 – 17:00
Friday
09:00 – 17:00
Saturday
Closed
Sunday
Closed

Languages supported

  • en

Contact

Phone: +15126939814

Official website:

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