About
You've built real wealth.
Now let's make it work as intentionally as you do.
Comprehensive wealth management for the conscious entrepreneur and purpose-driven professional.
You've done things differently your whole life.
You didn't build your wealth by following someone else's playbook. You built it by getting quiet, doing the work, and trusting what you found there. Whether that looked like therapy, coaching, somatic healing, manifestation, or simply years of radical self-reflection — you've done the inner work. And it's paid off. You're earning well. You're living a life that feels largely aligned. You've accumulated real wealth.
But here's what nobody talks about on the conscious path to success: most high-earners — even the most intentional ones — have finances that are still running on autopilot.
Your investments are growing, but not fully optimized. Your tax strategy is reactive rather than proactive. Your wealth is accumulating — but it isn't being consciously directed toward the next level of the life you're building. There are opportunities you're missing not because you lack the resources, but because no one has ever sat down with you and looked at the whole picture — your money, your mission, your values, and where you're actually going next.
That's exactly what I do.
About Me
I'm Julia Colantuono, a CERTIFIED FINANCIAL PLANNER™ and wealth advisor who works with conscious entrepreneurs and purpose-driven professionals who have built real wealth and are ready to steward it with the same intentionality they bring to everything else in their lives.
I combine rigorous financial strategy — comprehensive financial planning, investment management, tax optimization, wealth building — with a consciousness-forward philosophy that understands money as energy, wealth as a practice, and financial decisions as an extension of how you want to live.
I'm not your parents' financial advisor. And I'm probably not like any advisor you've met before.
My Story
I grew up in rural central Massachusetts, on 100 acres of land, in a timber-framed house my parents built by hand. We heated with a wood stove. We grew our own food. My mom homeschooled my sister and me while my parents ran a timber frame business together. We lived off only the essentials — but I never felt that we lived in scarcity. My parents always taught us to treat life as abundant, because it was.
That childhood gave me something I didn't fully understand until much later: a fundamental sense of safety that has nothing to do with a bank balance. I know from lived experience that a beautiful life doesn't require modern luxuries — which means I've never been afraid of money the way so many people are. I've never confused having it with being okay.
That's a rare thing to bring to a wealth management practice. And it's the foundation of everything I do.
I went on to study Economics and Computer Science at Union College, started my career in corporate finance in New York City, and quickly realized that optimizing spreadsheets inside a system that didn't value human beings wasn't why I was here. I left after a year — traded the salary and the status for a deliberate pause and a career coach who told me something that cracked my self-concept wide open: you're meant to be client-facing.
I had always seen myself as analytical, introverted, better behind the scenes. She saw something different — someone who genuinely wanted to help people, who gave real advice, who could hold space for what others were actually going through. She was right. I pivoted into wealth management, earned my CFP® certification, and never looked back.
For years I built my career the conventional way. Credentials. Structure. Climbing. I was goal-oriented and achievement-driven — always focused on the next milestone, always trying to be better so I'd finally feel worthy.
Then I became a mother. Two babies in eighteen months. Postpartum depression and anxiety that brought me to my knees and forced me to confront everything I'd been outrunning: the perfectionism, the need for control, the people-pleasing, the relentless striving. I had to learn surrender in a way no certification prepares you for.
What followed was the most important chapter of my life. Therapy. Then deeper work — trauma healing, subconscious reprogramming, energy work, somatic practice. A spiritual awakening that shifted something at the cellular level and left me unable to see the world — or money — the same way again.
I came out the other side a different person. Grounded in a way I had never been before. And I knew I couldn't keep building a practice that didn't reflect who I had become.
My husband and I have grown our net worth by 40x in the seven years we've been married. Not by following a conventional financial playbook — but by being radically intentional. When we got engaged, I sat us both down for what I called our first financial planning summit. We've held one every year since. I've been the visionary, the strategist, the person who held the bigger picture and refused to let us think small — who pushed us toward the bolder investment, the more expansive life, the next level we were ready for even when it felt like a stretch.
That's exactly what I do for my clients now.
My Philosophy
I believe money is energy — and like all energy, it responds to intention, alignment, and consciousness.
I also believe we're living in an extraordinary moment — one where the old rules about money, security, and wealth-building are being rewritten in real time. The world is changing faster than conventional financial wisdom can keep up with, and the advisors still operating from a 1990s playbook aren't equipped to help you navigate it. My clients aren't afraid of that change. They're paying attention to it. And they want a financial partner who is too — someone who can help them build wealth that is resilient, values-aligned, and not entirely dependent on everything staying the same.
I've come to understand that a person's finances are rarely just a financial problem. They're a reflection of identity — of what we believe we're truly worth, of the ceiling our nervous system has learned to live beneath. You already know this. You've probably already done significant work to expand that ceiling. What I offer isn't more inner work. It's the financial strategy that finally meets you where that work has brought you. Someone who doesn't need the framework explained. Someone who can hear your vision — however expansive, however unconventional — and help you build the financial architecture to match it.
I believe the most overlooked opportunity for high-earners isn't in the market. It's in the gap between the wealth they've built and how consciously it's actually being directed. Most successful people are making financial decisions reactively — optimizing for the moment rather than architecting for the life they're genuinely building toward.
And I believe that when your finances finally reflect your values, your vision, and your inner knowing, wealth doesn't just grow. It expands in ways that feel almost inevitable, because they're coming from the right place.
Who I Work With
My clients have already done the work — on themselves, on their businesses, on the life they've consciously chosen to build. What they haven't had is a financial advisor who could keep up with them. Someone who doesn't need the framework explained, who won't flinch at an expansive vision, and who can translate the life they're calling in into a financial architecture that's ready to receive it.
If you've ever wished your financial advisor spoke your language — all of it — you've found her.
Your Partner in Consciously Building Wealth
I work with a small number of clients on a comprehensive, ongoing basis — investment management and financial planning fully integrated, so nothing falls through the cracks and every financial decision connects to the whole picture of your life and where you're going next.
This isn't a transactional relationship. It's a long-term partnership built on trust, clarity, and a shared commitment to intentional wealth.
LEARN MORE ABOUT THE PARTNERSHIPThirty minutes. No pressure, no pitch. Just an honest conversation about where you are, where you're headed, and whether we're the right fit for each other.
You've trusted your inner knowing your whole life. Trust it here too.
BOOK A CLARITY CALL
