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Connect with Julie

Julie Jason leads a  fiduciary boutique that manages wealth for select families. In her role as a financial columnist, she address a broader audience encompassing any and all financial means. The column, and interacting with her readers, fulfills a personal passion: to promote and inspire the pursuit of financial literacy education — armed with a blend of optimism (everyone can do something to improve their financial situations) and a dose of healthy skepticism (don't invest unless you understand what can go wrong). It's that simple.

If you would like the opportunity to discuss a question that can be addressed in the column, let us know.