Julius Wealth Management Group
When you care about people, they know it. They perceive it in your words, your deeds, and your follow-through. They witness your presence in their lives, during highs and lows, triumphs and challenges. They know you are there for them now and on the path that lies ahead. At Julius Wealth Management, we believe the care we bring to our relationships is the factor that most differentiates us. We have decades of experience, advanced education, designations, accolades, and technical insight. You’d expect nothing less. But in selecting a guide for you, your family, your business, and your charitable interests, we believe our heart is the deciding factor. We’re “all in” when it comes to your success—as you define it. We understand that “wealth” encompasses so much. Your balance sheet is an important part of your wealth, of course, but true wealth extends into many aspects of your life – the happiness of your family members, the opportunities you encounter, the security of your finances, the stability of your health, the well-being of your community, and your sense of purpose in life. We’re gratified to have served some client families for more than thirty years, spanning three generations. And we’re proud that client referrals are our primary source of new relationships. Our energy and passion for our work continue, invigorated by the caliber of our client relationships. We serve good, kind people who want to derive meaning and impact from their wealth, not just for themselves, but for their loved ones and cherished causes. We’re grateful to the individuals and families who have allowed us to be an important part of their lives. We invite you to read about the mindset and values we bring to our work and encourage you to reach out to us as we continue to chart a path forward.
Significant wealth is often accompanied by complexity. Clients don't simply have more wealth—they have more options and decision points.
At Julius Wealth Management Group, we are deeply skilled in unwinding wealth's complexities. We work with high-net-worth and ultra-high-net-worth individuals, families, and their businesses, helping them deploy, preserve, and transfer their wealth more effectively. Clients come to us from varied paths. Some are senior executives or professionals. Others are business owners and entrepreneurs. And still others are businesses and institutions that want to to build organizational capacity or enhance their mission fulfillment.
Our suite of services is integrated by design. We believe that wealth functions more effectively when a client's overall picture is considered. That framework includes varied wealth disciplines, like investment management, banking and lending, strategy and planning, trust and estate planning services, insurance, and philanthropy. But it also includes other "one-off" questions that arise, requiring a steady hand and persistent effort.
We look to be a single source for financial answers—whatever the issue or need. We know that wealth issues are people issues, family issues, and life issues. We are gratified to ease someone's burden, connect a person to the right resource, resolve a long-standing concern, or simply listen when someone needs an empathetic ear. We are Advisors and Associates, but also mothers, fathers, sons, daughters, siblings, and community members. Our human touch, we believe, firmly grounds our work to the real world, allowing us to have an impact on clients whom we deeply value as people.
*Banking and Lending Services are through Bank of America, N.A.
Concise, conversational, actionable : In just 15 minutes, our strategists offer their insights on the markets at midyear and ways you can prepare for the potential opportunities and risks ahead.
Topics explored:
- Is an interest rate cut still in the cards for 2024?
- What the U.S. election could mean for the markets
- Large cap vs. small cap? Equities vs. fixed income? U.S. vs. global?
- How artificial intelligence and other innovations could reshape the markets
**Webcast access: https://www.ml.com/articles/2024-midyear-outlook.html
Premiering July 18, 2024 2pm ET**
Presenting our expert panelists:
Hosted By:
Chris Hyzy
Chief Investment Officer. Merrill and Bank of America, Private Bank
Aditya Bhave
Senior U.S. Economist, BofA Global Research
Matthew Diczok
Head of Fixed Income Strategy, Chief Investment Office
Merrill and Bank of America, Private Bank
Marci McGregor
Head of Portfolio Strategy, Chief Investment Office
Merrill and Bank of America, Private Bank
You're Invited: The Age-Proof Brain
Tuesday, October 15, 2024
9am to 11:45am CT
The Town & Country Club
300 N Mississippi River Blvd
St. Paul, MN 55104
Dr. Marc Milstein is a leading brain health researcher, speaker, and author on optimizing brain health, lowering the risk of dementia, and boosting happiness and productivity.
He specializes in taking leading scientific research on brain health and presents it in a way that enterains, educates, and empowers his audience to live better.
His presentations provide science-based solutions to keep the brain health, lower the risk of dimentia, boost productivity, and maximize longevity. Attendees leave with immediate tools, key solutions, and motivation to transform and maximize productivity, energy, and longevity.
Please note RSVP is required, please email lynn.eckerline@ml.com to receive a registration link
CRPC™, CSRIC®
CFP®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
