Julie Westbrock, JD, Vice President of Business Development, recently joined the Minneapolis-St. Paul Business Journal’s Wealth Management Table of Experts. The discussion explored how individuals and families can navigate today’s uncertain markets while maintaining a disciplined, long-term financial plan.
Julie emphasized that you don’t need significant wealth to begin planning—what matters most is getting started and building a strategy that evolves with your life. She also highlighted the importance of trust and communication in the advisor-client relationship, noting that during times of market volatility, having a clear plan and a trusted advisor can help prevent emotional, short-term decisions.
Additionally, Julie shared insights on the growing importance of open conversations within families, especially as generational wealth transfers continue, and how proactive communication can help reduce conflict and align expectations.
