At Julius Wealth Advisors, we’ve seen countless high performers who thrive under pressure—entrepreneurs, execs, and professionals at the top of their game. But even they can get thrown off track when emotions rise and headlines scream. The issue isn’t intelligence. It’s the absence of a behavioral strategy.

At Julius Wealth Advisors (JWA), we get it—you're earning a strong income and working hard to climb the ladder. But you're aiming for more than just a paycheck. You're looking to build real, lasting wealth that supports your lifestyle today and sets your family up for tomorrow.

That’s where we come in—with expert-led wealth management for high earners that goes far beyond the basics.

Choosing the right financial advisor is a critical decision, especially for high earners looking to transition from simply making money to truly building wealth. At Julius Wealth Advisors (JWA), we've seen firsthand how common mistakes in selecting an advisor can cost individuals valuable time, money, and long-term financial security.

For high-income households, the stakes are even higher. More income brings more financial complexity, and without the right strategy, wealth-building opportunities can be missed.

To help you make an informed choice, let’s break down some of the most common mistakes high earners make when selecting a financial advisor—and how you can seek to avoid them.

If you’re a high-earning professional, you’re balancing a lot—a demanding career, growing responsibilities, and major life milestones like parenthood or homeownership. With so much on your plate, one question keeps coming up:

"Am I making the right financial moves to build lasting wealth?"

The New Year is here, and with it comes the usual resolutions—eat healthier, work out more, get organized. But what about your financial fitness? Just like your physical health, your financial well-being thrives with structure, commitment, and—let’s be honest—a bit of expert guidance.

Managing your finances can feel like a full-time job, especially with the endless stream of advice from blogs, apps, and social media. But here's the truth: while it’s great to be informed, the path to financial success is rarely a DIY project. That’s where working with the right financial advisor can make all the difference.

As we wrap up another incredible year, I want to start with a heartfelt thank you. Thank you for trusting us to be part of your wealth-building journey. Your success fuels our passion, and we’re ready to help you tackle 2025 with clarity and confidence.

A Big Question to Start:

What if every $1,000 you have today could grow into $10,000 in 30 years?^*  If you have $100,000, that’s over $1,000,000!

Navigating the financial challenges of entrepreneurship can be as daunting as it is rewarding. . Whether you're at the helm of a new venture or scaling your business, custom financial planning for entrepreneurs can be the difference between chasing the dream and living it.

This guide offers actionable insights on startup financial strategies, wealth management for business owners, and how to strategically build and protect your financial future.

In today’s world, we have unprecedented access to knowledge. The greatest secrets and strategies are all just a few taps away, making it easy to believe that with enough information, we can handle anything ourselves—even complex areas like finance.

But there’s a trap in this mindset…

For many high-earning professionals, life feels like a balancing act—demanding careers, family responsibilities, and countless other priorities competing for your time. With so much on your plate, it’s easy to let retirement planning take a back seat.

But delaying means missing out on the most valuable asset of all—TIME—and the ability to shape your financial future on your terms.

Ah, your 30s and 40s—a magical time when life’s pressures converge into one perfect storm.

Career? ✔
Kids? ✔
Mortgage, student loans, and medical bills? ✔, ✔, and ✔

And just when you think you’ve got it handled, life throws in a midlife crisis for good measure. It’s like playing the game of Life on hard mode—except you can’t flip the board when things get tough.

The Federal Reserve is set to cut rates starting at their next meeting on Sept 18th. But what does that mean for the economy—and more importantly, for your wallet?

You’ve heard of Newton’s first three laws of motion, but did you know about the 4th law? It’s true—or at least it would be if Newton and I had met. Picture this: Newton and Blumstein, tailgating at a Dolphins game, brainstorming ways to help modern-day investors keep their cool. The result?

Newton’s 4th Law: “An object not in motion can still stay in motion.”

The unemployment rate has ticked up every month this year, currently sitting at 4.1%. So, what would you do if you lost your job tomorrow?

Don’t worry—we've got you covered!

In our latest blog, "A Survival Guide for Losing Your Job," we share essential tips and strategies to help you prepare for and navigate this tough time.

A U.S. housing market, as unstable as the current one, hasn’t been the case since 2006...and most recall what happened post. The key figure that defines today’s market is the HOAM index (Home Ownership Affordability Index) produced by the Atlanta Fed. - something I explored in detail in my Q2 letter last year; To drive the point further, lets explore more info from Trading Economics…

To budget or not to budget? That shouldn’t be the question. The rich don’t budget (they just spend, spend, spend). The wealthy always do. The wealthy budget because they understand creating sustainable wealth takes discipline, and that’s at the heart of the budgeting process.

For those struggling with student debt, this is for you. You’ve studied and worked for years for a better future, only to come out the other side with a bill that could be as high as $54,708.52.

This debt often means holding off buying a car, a house, a holiday, or even starting to invest and build your personal wealth. Here’s how to manage your student debt so you don’t miss out on the lifestyle that you’re working so hard to obtain.

Retirement. It’s the dream we’ve all been sold, and the dream that many of us are working toward tirelessly. For most, it means hitting 65, packing the job in, and enjoying your golden years in comfort, free of stress, and possibly somewhere sunny. On its surface it sounds pretty nice right?

Well, the first thing to consider is the number. Or, in other words, the number that you need to retire in style, without giving your finances a second thought.

I’m writing this in the fresh, promising early spring, post a typical gloomy end of winter where I have to digest my Dolphins disappointment once again, and the lull in quality sports activity. Amongst this gloom, there's a beacon of hope and wisdom that always shines brightly around this time: the Berkshire Hathaway annual shareholder letter, penned by the legendary Warren Buffett.

Financial literacy, or a lack thereof, has been an ongoing issue in this country. We spend most of our young lives in formal education (school and university), yet most Americans don’t have the first clue about anything financial1 . Taxes are as foreign as long-form equations and the world of investing, savings, and personal wealth can look like the most complex of scientific formulas.