Sophisticated wealth management to serve your individual needs

The complexities of the financial world require sophisticated wealth management and a partner to assist you who is as dedicated to pursuing your specific goals as you are. When it comes to managing your wealth, our team can help guide you through today’s challenging financial landscape with professional skill and can do so with comprehensive plans that are designed to align with your specific investment requirements. Our client-focused approach makes the difference between chasing returns versus a personalized wealth management experience tailored to you.

Understanding the challenges women face and how to help.
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Nurturing wealth so you can live a longer, better life.
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A pragmatic approach to wealth management
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Helping you manage your financial success
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Unique solutions for business owners and entrepreneurs.
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You are the center of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

Julie Sevelius Bio Image

Julie Schellhase

Sevelius, MBA, WMS™ Associate Vice President, Investments Wealth Management Specialist™
“For I know the plan I have for you,” declares the Lord, “plans to prosper you and not to harm you, plans to give you hope and a future.”
Jeremiah 29:11
Always here for you

 

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