This article is sponsored by Julius Wealth Advisors.
Financial literacy is one of the most important skills you can have, yet most of us never actually learn about it in school. Knowing how to manage money, make smart financial decisions, and build long-term wealth is crucial, but can feel out of reach. That’s where Julius Wealth Advisors comes in. This New Jersey-based wealth management group, located at 200 Sylvan Avenue, Suite 23A in Englewood Cliffs, makes finances approachable with financial planning, coaching, and investment strategy services. Keep reading to learn more about Julius Wealth Advisors, a wealth management group based in Englewood Cliffs, New Jersey, and the 3 major reasons you need a financial advisor in your 30s and 40s.
^ Jason Blumstein, CFA, CEO, Julius Wealth Advisors
Do I Need a Financial Advisor? 3 Major Areas a Financial Advisor Can Help
Thinking about the financial future isn’t necessarily fun (at least, not for most of us), but it is important — and an advisor can be a huge help in making some of those looming big decisions, especially in your 30s and 40s.
Most of us can benefit from the expertise of professionals when it comes to building sustainable plans for the future.
Julius Wealth Advisors in Englewood Cliffs, New Jersey is a great team to have in your corner. No matter where you are in your life (financially and otherwise), the team works to create long-term strategies that support sustainable wealth-building while working to grow your assets. This authentic and personalized approach puts you as the client first, and that support continues through the different stages of your journey.
JWA is committed to helping clients navigate the complexities of finance, with services that are crucial in your financial journey:
- Financial Planning: the team creates a personalized wealth playbook that serves as your financial roadmap and guides your future financial decisions.
- Investment Strategy: built from your wealth playbook and tailored to your unique needs, ability, and willingness to own risk assets.
- Financial Coaching: the team will guide you toward building strong financial habits and support your success along the way.
About Julius Wealth
Julius Wealth is rooted in building trust and true partnerships with clients. The team takes a personalized, hands-on approach to help you build wealth based on your goals, values, and financial situation.
Jason Blumstein, founder, is a CFA® Charterholder, and brings years of experience along with knowledge from top financial institutions such as PricewaterhouseCoopers, Morgan Stanley, and JP Morgan. Jason & Julius Wealth Advisors are here to help you make the best, most informed decisions and build a plan that works for you — with the credentials to back those decisions up.
Julius Wealth Advisors is a fiduciary, meaning it is legally and ethically required to act in your best interest. Whether you’re looking to budget, invest, or plan for the long-term, JWA provides comprehensive, tailored strategies to help you make informed decisions.
Julius Wealth Advisors is located at 200 Sylvan Avenue, Suite 23A in Englewood Cliffs.
Call 201-408-4644, email [email protected], or visit the site for more info.
The ULTIMATE Montclair Bucket List
A hub for artists, performers, industry moguls, and students alike — Montclair is truly one of a kind. With the rich history of icons from Yogi Berra to Stephen Colbert to respected institutions and organizations like Montclair State University, Van Vleck Gardens, and the Wellmont Theater, this town is special in so many ways. Thousands pass through for events like Montclair Film Festival and highly acclaimed restaurants throughout the year. In short, the culture is rich and there is always something new to do in “the Brooklyn of New Jersey.” Read on for a must-do Montclair bucket list to get the most out of what the city has to offer.
Things to Do
Visit the historic Van Vleck Gardens during the spring and summer to take in the beautiful flowers and plants that originated all over the world. The estate itself used to serve as a family home for the renowned Van Vleck family in 1868.
Tour the Montclair Art Museum which opened in 1914 for interactive and educational exhibits about American and Native American art.
See the WW1 memorial that was constructed circa 1925 in Edgemont Park, a public park that is great for a serene picnic or outdoor activities with a group of people.
Book tickets to a concert at Wellmont Theater which was founded in 1921 as a vaudeville and stage play venue and has evolved into a staple for all types of live entertainment.
Reopened under the ownership of Montclair Film, The Claridge was founded in 1922 and serves as a film venue that hosts exhibits and other film events throughout the year.
Built in 1925, Montclair Public Library provides endless opportunities for learning, discovery, and community engagement through a vast collection of books, films, historical documents, events, and more.
Read More: Things to Do on Bloomfield Avenue in Montclair
Walk the expansive Montclair State University campus and even catch baseball or football games.
Stop by the Alonzo F. Bonsal Wildlife Preserve, a 30-acre wilderness and wildlife sanctuary that is a prime location for nature trails, camping, fishing, and more.
Book a tour of the historic Crane House and YMCA or attend educational in-person programs at Montclair History Center, founded in 1965.
Walk through Presby Iris Gardens, a 6.5-acre garden that was built in 1922 and contains over 10,000 irises of approximately 1,500 varieties and produces over 100,000 blooms over the course of the season.
Catch a New York Red Bulls II soccer game when the sport is in season.
Discover more about the iconic baseball player for the Yankees + Mets at his namesake museum, Yogi Berra Museum, located on Montclair State's campus.
Pick up a new book to dive into at Montclair Book Center, Iris, or Watchung Booksellers, all of which have good reads in every genre available.
Stop at the city's first-ever sculpture park, across from Hillside School, to view works by local artists.
Try your hand at indoor rock climbing (all levels welcome) at The Gravity Vault.
Attend a jewelry-making class at The Eclectic Chic Boutique. Add-ons like gemstone wire wrapping and pearl knotting are available if you want to take it to the next level.
Put your golf skills to the test at Montclair Indoor Golf Club.
Create custom-fragranced candles, home, and body products with a variety of scents at Alchemy Scent Bar.
Take pottery classes at Montclair Mud Clay Studio.
Shop paper goods and unique vintage objects at Parcel.
Try a much-needed scalp massage at Aura Head Spa.
Grab a crystal-infused drink at Thought in Motion Waterbar and recharge from a long day.
Shop vintage and locally sourced clothing, accessories, and home goods items at Acorn General Store.
Sip on morning brew while in the company of adorable cats at Catfe Montclair.
Make DIY crystal-infused candles in a candle-making class at Crystals + Candle.
Visit Avis-Campbell Gardens, a 70-year-old property dutifully cared for by The Garden Club of Montclair. The garden hosts a variety of other plants, like yarrow, azaleas, lambs ears, ferns, and alliums.
Montclair is home to various unique boutiques — and we have a roundup of the best ones here.
Places to Eat
Pick up a box of the highly sought-after doughnuts from Montclair Bread Co.
NJ's first 100% gluten-free restaurant, Samba — which specializes in Brazilian cuisine, is a must-try. We recommend... everything.
Originally a farm in the 1840s, Applegate Farms has been a longstanding spot for handmade ice cream and other classic treats.
Dive into a pasta dish at De Pepo — we recommend the spaghetti carbonara. Also, Watchung Booksellers is right next to the restaurant — be sure to stop by to grab a book to read.
Enjoy a plate of fish and chips with a side of a Guinness at Irish pub Egan + Sons.
Take in the beautiful views at Montclair's only rooftop bar, Alto, located in the MC Hotel. While you're there, have dinner downstairs at The Allegory.
Try a mini cheesecake at She Imagined Sweets.
Try authentic Ethiopian cuisine at Mesob.
Clink IG-worthy cocktails at Faubourg, an expansive and modern French brasserie.
Treat yourself to Laboratorio Kitchen, an upscale Cosmopolitan eatery that specializes in American cuisine.
Indulge in Mediterranean dishes at Zeugma Grill — the babaganoush is a must-try.
Eat french fry-stuffed gyro at Efi's Gyro.
Book a reservation for your next large party at Turtle + the Wolf which serves delicious family-style meals.
Eat fresh seafood at Halcyon. The lounge upstairs is beautifully decorated.
Cure your hangover with none other than Raymond's, a diner and staple in the community.
Everything at Nicolo's Italian Bakery + Deli is made fresh, a true old-school deli with something for everyone.
Pick up freshly made pastries at Mattarello Bakery + Café.
Spend the day with friends at Montclair Brewery.
Kai Yang's menu is inspired by the owner's upbringing in Thailand, making it a go-to for the authentic Thai in the area.
With over ten pies and additional home-baked British sweets and savories, The Pie Store has something for every craving.
Plan your next brunch at The Corner — an eclectic cafe-style restaurant.
Aesthetically-pleasing design + packaging is just the tip of the iceberg at Vesta Chocolate. The organic cocoa beans used for the housemade chocolate treats are worth the visit.
Enjoy wood-fired pizza at Brick + Dough — there are gluten-free and vegan options as well.
Order your next special occasion cake from Sweet Kitchen, it won't disappoint.
If you love soul food, Sweet T's Southern Eatery should be at the top of your list.
A staple in the Upper Montclair community since 1923, Montclair Diner is a true gem.
Stop into Marcel Bakery + Kitchen for seasonal Mediterranean eats.
Grab-and-go with freshly churned artisanal gelato at Benvenuti Montclair.
Dig into Thai cuisine at SLA Thai, a low-key spot with a beautiful outdoor dining space.
Dine-in at Luigino's Parmigiana — the MG team recommends the chicken parm sub.
A vibrant Syrian and Middle Eastern restaurant, Le Souk serves up great food and sells unique gifts.
Visit one of Montclair's many coffee shops in the area, including Lit Cafe, Bleu Coffee, Artazu, Insomnia Coffee, Paper Plane Coffee Co., and Java Love.
A family-owned bakery, Le French Dad Boulangerie is a must-visit for French desserts.
See More: Alcohol-Free Activities in Hoboken + Jersey City
Festivals + Events
Montclair Literary Festival — May
The Montclair Literary Festival was first launched in 2017 to promote literacy and reading for all in Montclair’s vibrant and diverse literary scene. The festival raises funds and awareness to further the work of Succeed2gether.
Montclair Pride Festival — June
The Montclair Pride Festival is a day filled with performances, art, culture, food, and music celebrated across downtown Montclair, with special guest speakers and LGBTQIA+ talent, surrounded and supported by institutions and businesses.
Montclair Jazz Festival — August-September
Locals can enjoy live jazz performances and events throughout the summer in the heart of Montclair leading up to the Montclair Jazz Festival.
Montclair Film Festival — October
Montclair Film Festival is a highly-anticipated event that features the year's latest movies and celebrities for exclusive viewings and Q+A panels. The festival provides a platform for filmmakers from around the world and gives special recognition to New Jersey artists.
