Money is personal
Choosing a wealth advisor carries immense stakes. A financial journey is often unpredictable. It can often leave you feeling vulnerable. We know this, so our goal is to empower our clients to make better decisions with our coaching.
Planning
Winners plan ahead. Having a well-crafted plan is how to gain control over your financial future. We’ll build one together using accountability, discipline, knowledge, and passion to move you forward, financially. There’re no easy answers to building sustainable wealth. It takes work.
Take an assessment of your financial resources, future needs, hopeful expectations.
Align these factors; together we’ll create a blueprint designed to achieve financial freedom.
Investment Strategy
Our investment philosophy is driven by the time-tested, proven strategies of industry icons like Warren Buffett and Jack Bogle who champion the merits of profitably investing for the long game. On this foundation, we customize and develop personalized investment strategies for each client.
The power of compounding; regular returns over a longer period of time win over short-term quick hits.
Our investing guardrails take into account – relative and absolute risk assessment, asset preservation, growth objectives, a balanced portfolio including high-potential outliers.
Mindset
We know that many of the disciplines used to build a fit body apply to building a fit financial life – repetition, consistency, and mindset matter. A sound financial plan and investing strategies are table stakes; as we coach you through your financial journey, we deliver this and more; not just the best advice but the advice that’s best for you.
Instill sound habits that repeat year over year
Bond with a trusted coach and confidante in the process
Summary Statement
Above are the building blocks to build your sustainable wealth. At JWA, promises made are promises delivered. As a fiduciary your success is our success.
Questions?
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At Julius Wealth Advisors we work with high earners who are not wealthy yet (HENWYs), small business owners, athletes, and entertainers. You can count on an educational experience that conveys unparalleled financial expertise. We endeavor to build a personal relationship with each client and support our clients to make better investment decisions. We’ll huddle often, because we’re confident hands-on coaching will help you win. Our style is highly collaborative. At JWA you are not a number, you are a relationship. If these attributes resonate, JWA is right for you.
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Building wealth takes commitment from both sides. We intentionally choose to work with people who are ready to tackle their financial needs, goals, and fears head-on. We’re committed to those willing to explore new ways of working and dig deeply to pursue what they want whether it’s growing wealth that endures or managing peak earnings, bonuses, windfalls. If the above resonates and you are seeking a coach by your side along your financial journey, we’re ready to get started.
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Good question; bottom line, some do and some don’t, and some offer other services in varying degrees.
At JWA, in addition to investment management, we work with our clients on financial management including balance sheet & cash flow optimization, tax efficiency considerations, college planning, trust & estate design, and contingency planning, in addition to other focus areas based on your unique needs, goals, and objectives.