I offer comprehensive, objective financial advice to clients who desire a high level of personal service. What sets me apart from other Investment Advisors is my strong focus on developing close working relationships with my clients. I take more time to thoroughly understand your financial needs and goals and tailor a holistic financial plan that uniquely addresses you and your family.
The consistent success of my investment approach is, in part, due to my ability to effectively construct and manage a tailored investment portfolio appropriate for each individual client, through all stages of life.
As an Investment Advisor with experience helping those experiencing divorce, Julie can provide options for financial scenarios for future lifestyle considerations as part of the divorce process.
Gain access to preferred rates on mortgages and foreign currency transfers. Click here for more information.