Artists | Entertainers | Foundations
WEALTH MANAGEMENT FINANCIAL PLANNING
Julian provides financial planning and wealth management services to artists, entertainers, foundations and cultural arts organizations. Julian received a degree in finance from the University at Buffalo and is a Partner at a New York based Registered Investment Advisory. Additionally, Julian provides consulting services for various grant recipients. When Julian is not providing personalized solutions for clients, he often speaks to retirement plan participants, business owners and executives about managing their wealth. Julian is involved with fundraising for charitable organizations and not-for-profit organizations including Rooftop Films, Creative Capital, The Metropolitan Museum of Art, New York Foundation for the Arts and CityParks Foundation/Summerstage.
THE OCTAVE PODCAST
Join us each month for a new episode of 'The Octave Podcast' - Each episode features music from an emerging artist, interviews with business leaders in music and much more!
The first step toward providing an in-depth and well managed financial plan is learning a client's goals, needs and what makes them happy. Every individual client and corporate client has unique needs which are explored.
Following the discovery process, clients learn how to improve their financial situation and create a road-map to long-term success. During this phase of the process, clients will learn about improving their savings and spending habits and how to manage a diversified asset mix.
Clients will take the necessary steps to change and improve their financial plan. Improving/updating their current estate planning documents and organization, re-allocating their investments based on risk tolerance and time horizon and ensure their family legacy with appropriate insurance and investment strategies.
Financial Planning, Grant Consulting, Managed Portfolios, College Savings Plans, Income Planning, Project Financial Outlines, Budgeting, Debt Reduction Strategies, Document Reviews (Wills, Trusts, Durable Power of Attorney, Health Care Proxy), Disability Policies, Long Term Care Policies, Key-Man Insurance, Succession Planning, Health Insurance Navigation, Buy-Sell Reviews, Life Insurance.
Private Client Wealth Management
Fee Review and Reduction, 3(16), 3(21) and 3(38) Fiduciary Outsourcing, Fund Reviews, Participation Audit, Semi-Annual Executive and Employee Education for 401(k), Solo-401(k), 403(b), Profit Sharing, SEP-IRA, ESOP, SIMPLE-IRA, Cash Balance Plans, Defined Benefit Plans
Executive and Employee Seminars (Retirement, Grant Administration, Fiscal Sponsorship, Financial Planning, Insurance Reviews and Corporate Benefits Audits)