In the garden of your life, we seek to grow and harvest your wealth. At Gaia Wealth Management, we believe financial plans are living, breathing things that must be nurtured with careful attention. Through all seasons, we encourage patience and discipline as we remain focused on the long-view. For over 15 years, we have been dedicated to guiding clients towards a more bountiful financial future.
From providing financial education to building custom strategies, we serve as your financial advocate. As a fully independent firm, we focus our expertise entirely on your best interests. Use this calculator to compare the future value of investments with different tax consequences. Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
From providing financial education to building custom strategies, we serve as your financial advocate. As a fully independent firm, we focus our expertise entirely on your best interests. Use this calculator to compare the future value of investments with different tax consequences. Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Services
Knowledge is power. It's also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. As a financial professional, I am committed to helping people just like you create solutions for their retirement assets.
At Gaia Wealth Management, our values lay the foundation for your success. They are at the heart of our working relationship, and they guide every step of our decision-making process. First and foremost, our freedom from conflicts of interest enables us to pursue your objectives with total commitment.
As founder of the firm, Julia brings over 15 years of experience to Gaia Wealth Management. Having worked in the financial services industry around the world, she served as a junior accountant in Saint-Petersburg, Russia, worked at Clayton Fixed Income Services as a financial analyst and as a financial advisor at Edward Jones for over seven years.
We understand the complexity of the financial world and know that sustainable financial success requires more careful attention than quick-fixes and cookie-cutter solutions. That's why we work with individuals, families and business owners who seek long-term relationships and a comprehensive approach to wealth management.
Through listening to your needs and understanding your unique financial situation, we can create personalized and sophisticated strategies designed to pursue your most valued goals. We believe successful investing is predicated not on timing the markets, but rather, devoting time in the markets. Throughout our years of experience, we believe in staying dedicated to a sound financial plan.
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