Adam Julius - Ameriprise Financial Advisor- Luminary Wealth Advisory Team

05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

04/30/2026

Are you concerned about your retirement readiness? The right strategy can make all the difference – bringing clarity and confidence. Let’s connect to explore where you stand.

04/23/2026

Proud to be part of a firm where trust isn’t just talked about — it’s built every day.​

Ameriprise Financial was named one of Newsweek’s 2026 Most Trustworthy Companies in America, recognizing our commitment to strong governance, ethical practices, and always putting clients first.​

Trust is foundational to the relationships we build and the guidance we provide, and I'm grateful to work for a firm that shares those values.

​Learn more about Ameriprise Financial performance in the investment industry: https://bit.ly/3df9a5L

04/21/2026

Retirement planning is more than just financial. It’s emotional. 78% of investors say the responsibility is on their shoulders – but many feel unprepared. Feeling better prepared can start with a simple conversation. Reach out to me and let’s talk about your goals.

04/10/2026

Tax Day is April 15. If you’re expecting a refund, what’s your plan — vacation, a rainy‑day fund boost, or saving for your future goals? I'm here to help you make the most of it.

03/27/2026

Even years with positive returns can include meaningful drawdowns. I can guide you through the volatility and keep your focus on long-term goals. Let’s talk.

03/24/2026

Even the most seasoned investor can feel nervous during times of volatility, but history shows that the market is resilient over the long term.

How to maintain a long-term perspective during periods of heightened volatility.

02/25/2026

If you’d like to discuss the different ways you can save for your child’s future, let’s connect.

Learn how Trump Accounts work and compare options that can help you save for your child’s future.

01/08/2026

When was your last financial check-up?

An annual review ensures your plan reflects life changes and keeps you on track for the future.

Life doesn’t stand still, and neither should your financial strategy. Let’s start 2026 strong by ensuring you’re on track and prepared for what’s ahead.

Review your financial situation regularly to help monitor progress and stay on track for your goals.

12/30/2025

The end of the year is upon us!

How did you do with your financial goals for the year? Were you able to check everything off your list for 2025?

If you feel like you struggled to accomplish your goals or even need help with establishing what financial goals you should have for the upcoming year, I am taking on more clients and would be happy to help you, or someone you know accomplish those financial goals!

Getting started is super easy! You can contact me through my website or reach out by email or phone (all listed below), and we can talk about how I can help you track and accomplish your goals for 2026 and beyond!

Have a safe and Happy New Year!

Office Phone: (314)310-5001
Email: [email protected]
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