Gaia Wealth Management - Lakewood, Colorado

Julie W.

Julia and Eric make a wonderful team! I've known Julia personally and professionally for ten years, and the synergy that she and Eric bring to managing my portfolio has made me a very satisfied client. I emphatically recommend them--look no further than the team at Gaia Wealth Management.

Manasvinee P.

We had the privilege of meeting with Julia and Eric a few weeks ago. She was absolutely incredible with us. Listened to our entire story, looked at the plethora of documentation we provided and then even gave us advice on what our next steps should be(without making us sign the check first). We honestly can't recommend them more for just that they treat you like people and not just the owners of bank accounts. We don't have "wealth" persay but still we were treated with so much respect. Julia is a wonderful human being and incredibly knowledgeable and competent at what she does!

If you have any doubts, set up a call and see for yourself!

Karl F.

Time flies when you're having fun. I met Julia when she was going door to door as president of the Harvey Park Improvement Association. It was the start of almost 10 years of working together on our finances and many other aspects of our lives. She has expert knowledge in almost all things financial and can recommend experts in other fields when asked. Julia and Eric make a great team. They are always prepared for our periodic meetings, are meticulously organized and always follow through on the action plan. It is in large part through my association with Julia that I'm now enjoying my second year of retirement. For anyone who is looking to bring a disciplined, goal-based approach to their finances, you would not regret having Julia as your financial planner. My wife, Giti and I love having Julia in our lives.

Marc W.

After working with Julia for the last 5 months, it is easy to understand why she has been so highly recommended by others. Her passion for helping people achieve their goals is on constant display throughout every meeting we have had with her. In our short time together she has helped us with all of our initial goals and has exceeded every promise she has made. She will be blunt, compassionate, informative, and accommodating all at the same time. I look forward to continuing to partner with her and Eric at Gaia!

Paul F.

Julia has been my financial advisor for over seven years and I trust that she has my best interests in mind. I was very reluctant to trust my finances to ANY financial advisor, but Julia convinced me to try. It was a huge, positive change in my life.
I never managed my money very well – I just let it sit in a 401K and do whatever it did. She has now balanced my portfolio and makes sure it aligns with my goals – short term & long term. She also is a great source of information for all the questions I have about investing with all the volatility in the market. She is also pushing me to fill in some gaps in my life (will, long term care, etc) that I do need, but am not very good at setting up. She knows an incredible number of people that she can recommend for nearly every need I have.
Julia has truly had a massive impact on my life. 8 years ago I thought I had no real idea about my finances and just hoped it would all work out. Now, I know my finances, have a solid plan for my future and was even able to retire very early. I trust her to take care of my money and seek her advice in many aspects of my life, financial and other.

Peter F.

Julia does such a good job taking care of us! She takes the time to understand us and our situation, and gives us solid advice in all areas of our financial life. She will be straight with us, tell us what we are doing wrong, what the options are, and why her advice makes sense. And she does it in terms that we can understand, despite being financial troglodytes. She's awesome! If you can get in with her, you are exactly where you need to be.

Cosimo I.

I met Julia almost 5 months ago and let me tell something about her you can trust her to the fullest. She is precise, punctual, sincere, expert and is able to give you different points of view. You can see, she is always thinking how she can do her best!! I highly recommend her for your financial planning!!

Danny P.

I've worked with Julia for over 5 years and have enjoyed her advisement style far more than past financial advisors. It seems to me Julia is more willing to work within the parameters I'm comfortable with than former advisors, less eager to push products that have never made sense to me, and eager to ensure I fully understand her suggestions and all the implications around each product.

She's friendly yet direct and I appreciate her communication style and trust her implicitly to help guide and inform the higher-level finanical goals I express during our meetings. Personally, I feel she gives me the latitude I need while still leveraging her expertise to educate me on products I'm not familiar with and actively preventing me from making ignorant decisions.