Julius Wealth Management Group

Merrill Lynch Wealth Management

315 Lake Street East
Wayzata, MN 55391
(952) 476-5612
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We believe the most influential factor in successful wealth management isn't share price, dividend growth or even investment selection. Rather, it's your life, your family, your aspirations and your needs. These are the true drivers of the work we do, the basis of the strategies we build with you, and it is against these strategies that we measure our success.
Julius Wealth Management Group
Merrill Lynch Wealth Management
Welcome

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.

Recognition
Krystal Julius
Managing Director, Wealth Management Advisor
Barron's "Top 100 Women Financial Advisors", 2022-2023
(Published annually in June. Rankings based on data as of March 31 of current year.)
Financial Planning's "Top 40 Brokers Under 40", 2024
(Published on February 6, 2024. Rankings based on data as of Sept 30, 2023.)
Forbes "Top Women Wealth Advisors Best-in-State", 2024
(Published on February 8, 2024. Rankings based on data as of Sept 30, 2023.)
Forbes "America’s Top Women Wealth Advisors", 2021-2023
(Published annually Feb - April. Rankings based on data as of June 30 - September 30 of prior year.)
Julius Wealth Management Group
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
The Clients We Serve

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 "once-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.

Thursday, July 18th 2024| 2PM EST
2024 Midyear Outlook: Bridge to a more bullish future?

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

Meet Our Team
Krystal Julius,

ChFC®, CRPC™

Managing Director, Wealth Management Advisor
952.476.5612
Madeline R Thun,

CRPC™, CSRIC®

Assistant Vice President, Relationship Manager
952.476.5623
Britta Sorensen,

CRPC™

Assistant Vice President, Relationship Manager
952.404.5935
Martha F LeWin
Assistant Vice President, Wealth Management Associate
952.476.5607
Wendy M. Meyer,

AAMS™

Assistant Vice President, Relationship Manager
952.404.5909
Lynn Eckerline
Officer, Wealth Management Client Associate
952.404.5938
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Conor Durkin
Associate Investment Advisory Specialist
Merrill
Matthew Vandenack
Private Wealth Strategist
Cale Ross
Wealth Management Banking Specialist
Merrill
About Merrill

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.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.