Helping families through life transitions

How we serve you

What is your story? We have different experiences but have similar concerns such as maintaining one’s lifestyle, planning for health care costs or passing on their assets and values to children.

Are you experiencing a life transition such as retirement a career change, a growing family, an aging parent, or a significant loss?

We use a balanced approach while working with clients through life’s transitions. We specialize in designing and implementing investment strategies and customizing a financial roadmap for individuals and families. We work hard to become a trusted advisor to our clients and we listen to what is important to them every step of the way.

The heart and soul of Julie's practice is providing each and every one of our clients with the exceptional service they deserve, and we are committed to building long-term relationships based on knowledge, integrity, and trust. We focus on you — the client.

Let's partner together

We invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals and families. Contact us today to start the conversation.

Pleased to serve you in two locations

We are proud to serve clients out of both the Kirkland and Minneapolis offices. We invite you to contact us to set up a meeting in one of our convenient locations:

Kirkland

3760 Carillon Point
Kirkland, WA 98033
(425) 739-1134

Minneapolis

250 Nicollet Mall
Suite 2000
Minneapolis, MN 55401
(612) 371-7264

Our investment style

Our investment style enables us to truly control and effectively manage the assets entrusted in us. Julie employs individual stocks and bonds to tailor our clients' portfolios to their specific investment goals. Our balanced approach enables us to carefully weigh investments in relation to the overall market environment and the behavior of those individual investments. We then use our expertise and experience to personally uncover and take advantage of market opportunities. Because we believe no two clients are alike, no two portfolios are exactly alike either.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare financially to accomplish them. And helping you with the financial side of achieving what is important to you is central to everything we do at RBC Wealth Management. We are able to assist with the following:

  • Providing strategic investment management
  • Planning for retirement
  • Creating an income during retirement
  • Maintaining or enhancing your lifestyle
  • Protecting your family or income
  • Working with attorneys on estate planning

Family Services

  • Intergenerational education
  • Inheritance education
  • Philanthropy and legacy planning
  • Family business owner solutions

We are dedicated to helping our clients achieve their financial goals of accumulating, managing, protecting and transferring wealth.

Global Insight Monthly

GI Monthly

Robotics comes of age

A recent Global Insight Special Report explores the innovations transforming robotics and the industry's state of play. We highlight the intriguing and much-hyped world of humanoid robots, considering how the workplace and the home might change with these machines.

Read more in Global Insight Monthly

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

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