Solstice Wealth Management

Solstice Wealth Management stands as a trusted partner, empowering individuals and businesses in Sacramento, California and beyond to achieve financial stability and secure their financial future. We provide personalized financial and insurance services driven by a commitment to understanding your unique needs and aspirations.

Our Mission

Our purpose is to guide you through the complexities of the financial landscape and create a customized plan that aligns with your financial goals and objectives. Whether you're planning for retirement, securing your future, or growing your business, we are dedicated to providing a holistic approach that addresses every aspect of your financial well-being.

Who We Are

Our team of experienced professionals holds over 13 years of expertise in financial and insurance services. We are committed to:

• Client-centered approach: We prioritize understanding your individual needs and goals to tailor a plan that resonates with you.
• Holistic planning: We address your financial life holistically, considering every element from investments and retirement planning to insurance coverage and estate planning.
• Proactive guidance: We actively guide you through the planning process and keep you informed every step of the way.

Our Services

Solstice Wealth Management offers a comprehensive range of services, including:

Individual Planning

• Retirement planning and investment strategies
• Estate planning and wealth preservation
• Financial analysis and budgeting
• Insurance review and optimization

Business Services

• 401(k) plan design and implementation
• Employee benefit program consulting
• Retirement plan consulting for small businesses
• Risk management and insurance solutions

Our Approach

We believe in a collaborative and personalized approach to financial planning. We will work alongside you to:

• Understand your financial goals and objectives
• Assess your current financial situation
• Develop a tailored financial plan
• Implement and monitor your progress
• Review and adjust your plan as needed

Join Us on Your Journey to Financial Security

Contact us today to schedule a consultation and discuss how Solstice Wealth Management can partner with you to achieve your financial goals and secure your future.