Sylvia Solit — Blending Finance and Spirituality with Sylvia Solit

Sylvia Solit is an investment expert rewriting the rules of wealth, legacy, and leadership by connecting consciousness to capital to empower families, founders, and high-net-worth individuals to create wealth that is both expansive and energetically aligned. She is a rare force in finance — a CFA charterholder (a rarity among women), a CIO who has managed $1B+ in assets, with expertise in family office investments, early stage investing, and litigation funding, and an indigenously trained shaman with 30 years of experience.

In this episode of Mindful Money, I talk with Sylvia about her fascinating journey from spiritual awakening in India to guiding high-net-worth families as a CIO. Sylvia shares how conscious stewardship, emotional awareness, and spiritual integration are the future of financial advising. From AI’s impact on the advisory role to the transformative potential of plant medicine and prayer, Sylvia offers a new paradigm for relating to capital with intention and soul. It’s a powerful reminder that money, too, is part of the spiritual path.

In this episode:

• (00:00) – Intro

• (01:05) – Meet Sylvia Solit: shaman and chief investment officer

• (01:48) – Growing up with immigrant values in New Jersey

• (02:33) – Lessons from her parents’ divorce and financial fragility

• (04:33) – Seeing work as a sacred responsibility

• (05:48) – Early spiritual longing and doubts about enlightenment

• (06:58) – A life-changing awakening experience in India

• (16:43) – Blending spirituality with wealth management

• (18:59) – Why conscious stewardship goes deeper than ESG investing

• (24:40) – Family office retreats and spiritual governance

• (33:19) – Tuning into intuition instead of fear when investing

• (40:04) – Final reflections and Sylvia’s upcoming book

Get full show notes and links at https://mindful.money .

Watch the episode on YouTube: https://www.youtube.com/@MindfulMoney .