Julie Wendholt

07/10/2025

🌊 Big News: I’ve Made a Move 🌊

After years of helping clients navigate life transitions and invest with purpose, I’ve found a new home that aligns with how I truly do business.

I’m excited to share that I’ve joined Coastline Wealth Management!

Why the change?

Because I believe your investments should reflect your values.

Because I believe in straightforward guidance, not market panic.

Because I wanted a firm that supports how I serve — with care, clarity, and a calm, long-term mindset.

At Coastline, I get to lean into the parts of my work I love

✔️ Supporting women through life transitions

✔️ Managing portfolios with discretion so you can actually enjoy that hiking trip and family vacation

✔️ Aligning investments with what matters most to you

✔️ Having the tools, support, and deep analysis to back every decision I make for you

I’ve always said I’m more Birkenstocks than briefcase and now I’ve found a team that embraces that!

To my clients: thank you for your trust. I’m still your person, just with even more behind me.

To those I haven’t met yet: if you’re looking for calm in the financial chaos, someone who actually listens, and guidance that honors your values, let’s talk

Here’s to what’s next 💛

Julie

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