Solstice Wealth Management

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

800 Howe Ave Ste 160, Sacramento, Califo...

Phone Number

(916) 333-5388

Revenue

$6 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Solstice Wealth Management

Solstice Wealth Management is a full-service financial and insurance services firm based in Sacramento, California. They specialize in creating holistic financial strategies tailored to the unique needs of business owners and individuals navigating complex financial markets. With over thirteen years of experience, they focus on helping clients establish retirement income strategies and offer services such as 401(k) plans and health benefits. Their client-centered approach emphasizes understanding clients' life goals and aspirations to improve the chances of achieving their desired financial future.Explore more
Solstice Wealth Management's Social MediaPopular SearchesSolstice Wealth ManagementSolstice Wealthsolsticewealthmanagement.comFmg LLCOffice Brian LindeSIC Code 62,628NAICS Code 52,523Show more

Solstice Wealth Management Org Chart

PhoneEmail
HN
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Manager, Operations

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PC
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Manager, Client Services

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LB
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Solstice Wealth Managemen...

$6M
11-50
Private
-
2010
HN
Helen NovielliManager, Operations
$12.1M
1-10
Private
<$5M
2012
HJ
Harold JohnsonHealthcare Specialist
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2001
TM
Tami MoranManager, Branch Operations
<$5M
1-10
Private
-
1985
BG
Becky GreenManager, Branch Operations
<$5M
1-10
Private
<$5M
2014
NY
Naohide YasudaAssistant Lighting System Engineer
<$5M
1-10
Private
-
1996
SP
Sarah PitmanAdministrative Director
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Solstice Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Solstice Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Solstice Wealth Management.

Solstice Wealth Management Tech Stack

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Frequently Asked Questions Regarding Solstice Wealth Management

What is Solstice Wealth Management's official website?
Solstice Wealth Management's official website is www.solsticewealthmanagement.com
What is Solstice Wealth Management's Revenue?
Solstice Wealth Management's revenue is $6 Million
What is Solstice Wealth Management's SIC code?
Solstice Wealth Management's SIC: 62,628
What is Solstice Wealth Management's NAICS code?
Solstice Wealth Management's NAICS: 52,523
How many employees does Solstice Wealth Management have?
Solstice Wealth Management has 11-50 employees
What industry does Solstice Wealth Management belong to?
Solstice Wealth Management is in the industry of: Finance, Insurance, Securities Trading
What is Solstice Wealth Management competition?
Solstice Wealth Management top competitors include: Wealth Management Group, Playa Financial, Larson & Larson Financial, Cornerstone Advisors NW
What technology does Solstice Wealth Management use?
Some of the popular technologies that Solstice Wealth Management uses are: Cloudflare Website Optimization, Google Font API, Google Tag Manager, GoDaddy DNS
How do I contact Solstice Wealth Management?
Solstice Wealth Management contact info: Phone number: (916) 333-5388 Website: www.solsticewealthmanagement.com
What does Solstice Wealth Management do?

Solstice Wealth Management is a full-service financial and insurance services firm based in Sacramento, California. They specialize in creating holistic financial strategies tailored to the unique needs of business owners and individuals navigating complex financial markets. With over thirteen years of experience, they focus on helping clients esta... blish retirement income strategies and offer services such as 401(k) plans and health benefits. Their client-centered approach emphasizes understanding clients' life goals and aspirations to improve the chances of achieving their desired financial future.Read More

What are Solstice Wealth Management social media links?
Solstice Wealth Management Linkedin page Solstice Wealth Management Twitter page Solstice Wealth Management Facebook page
Is Solstice Wealth Management a public company?
Solstice Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Solstice Wealth Management

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