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.