Advisor profile


My approach

At Pell Wealth Partners, we want to know what is truly important to you. Where do you want to go and how do you want to get there?

We all cross different milestones on our journey. With your finances in balance, you can feel comfortable knowing you are on the right path to achieving the goals you’ve set for your family, and yourself. We know that everyone’s path is different. It is our goal to help our clients invest according to their distinct needs and values. Whether that includes making an impact on the world through socially responsible investing, or other unique strategies such as using a quantitative investment approach to help take the emotion out of the investment process, we are here to help guide you on your distinct path.

We look forward to learning what is important to you so we can get started on your journey…together.

Areas of focus

  • Sustainable and Responsible Investing
  • Women's Financial Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Domestic Partner Planning
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Investment Management
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Masters in Music, Indiana University, 1991

Interests

A resident of Nyack, New York, Julie enjoys singing, running, and spending quality time with her family. Julie has high school age twins and is married to trumpeter, Scott Wendholt.

Community participation

  • Rotary Club of Nyack - Treasurer
  • Elmwood Playhouse - Finance Committee

Previous experience

  • Financial Advisor, Morgan Stanley, Pearl River, New York, 2014-2019