Welcome to Solstice Wealth Management, a full service financial and insurance services firm located in Sacramento, California. We understand that business owners and individuals face unique challenges as they try to keep up with the increasingly complex financial markets. We can help take the mystery out of preparing for today and securing tomorrow.
Whether you are a company ready to offer a 401(k) and health benefits, or an individual establishing a retirement income strategy, our personalized service focuses on your needs, wants, and financial goals and objectives. Our professionals have more than thirteen years of experience in financial and insurance services.
Whether you are a company ready to offer a 401(k) and health benefits, or an individual establishing a retirement income strategy, our personalized service focuses on your needs, wants, and financial goals and objectives. Our professionals have more than thirteen years of experience in financial and insurance services.
Services
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
As an employer, you share the responsibility for guiding your employees toward making decisions that will afford them greater financial freedom in retirement. But here's the quandary: Just as your workers look to you for financial guidance and advice, you must seek out an expert to help you navigate plan regulation and administration.
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