Dream Big Wealth Strategies, LLC

Home
United States
Worcester, MA
Dream Big Wealth Strategies, LLC

Financial Advisor offering investment advisory services through Eagle Strategies LLC Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

We are Financial Advisers offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser in the states of Massachusetts, New York, Connecticut, Rhode Island, North Carolina, New York, Florida, Illinois and New Hampshire. As such, these services are strictly intended for individuals residing in the states referenced. We are also licensed as Agents to sell insura

nce through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of Massachusetts, New York, Connecticut, Rhode Island, North Carolina, New York, Florida, Illinois and New Hampshire.No insurance business may be conducted outside this/these states referenced. Additionally, we are Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency, 201 Jones Road, Waltham, MA 02453 (508)470-4850x. In this regard, this communication is strictly intended for individuals residing in the states of Massachusetts, New York, Connecticut, Rhode Island, North Carolina, New York, Florida, Illinois and New Hampshire. No offers may be made or accepted from any resident outside the specific states referenced. Neither Dream Big Wealth Strategies, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Dream Big Wealth Strategies is not owned or operated by New York Life Insurance Company or its affiliates. Julianne Hertel's registered branch address:
12 East Worcester Street
Worcester, MA 01604

09/03/2026

Helping dream chasers and world changers turn their vision into impact.

Julianne partners with kind, generous people who want to build a meaningful
legacy, create lasting change, and enjoy the journey along the way. More than
a financial advisor, she’s a trusted partner bringing clarity, confidence, and
heart to every conversation.

09/01/2026

A book we often refer to at Dream Big is Delivering Massive Value by Matthew
Jarvis. Its message aligns deeply with our philosophy: true success comes from
consistently creating value, building trust, and showing genuine care to our
clients.

At Dream Big, we believe value goes beyond the services we provide. It’s about
offering meaningful value-adds that demonstrate our commitment, expertise,
and dedication to helping our clients achieve their goals.

Every interaction is an opportunity to educate, support, and deliver an
experience that reflects how much we truly care. That’s the Dream Big
difference.

08/28/2026

Dream Big takes a different approach. We believe that when you gain clarity about your dreams and bring them into focus, momentum naturally follows. With a clear vision and the right plan, you can accomplish more than you ever thought possible. Your dreams are within reach and we're here to help you get there.

08/26/2026

We love celebrating our Rollover Specialists: Lucy, Rocky, Sunny and Kenzo here at Dream Big!

Happy National Dog Day!

08/24/2026

Strategy is the bridge between where you are today and the future you’re
working toward.

At Dream Big Wealth Strategies, strategy means taking a thoughtful,personalized approach understanding your goals, identifying opportunities, preparing for challenges, and creating a clear path forward.

It’s not just about having a plan; it’s about having the right strategy to help youmake confident decisions, protect what matters most, and build the future you
envision.

08/21/2026

Everything we do at Dream Big is guided by a simple set of values that shape the way we serve our clients and our community.

💫 Dream – We believe every great future begins with a dream.
💫 Simplicity – We make financial planning clear, approachable, and easy to understand.
💫 Bespoke – Every client is unique, so every financial plan is thoughtfully tailored to their goals and aspirations.
💫 Love – We believe in doing all things with love.
💫 A Better World – We strive to create a positive impact by helping people build brighter futures and supporting the communities around us.

These values are at the heart of everything we do, helping our clients turn their dreams into reality through collaborative and comprehensive financial planning. 💙

08/18/2026

Meet the amazing team behind the scenes at Dream Big! ✨

At Dream Big, we're committed to providing an exceptional customer experience every step of the way. From your first inquiry to the final details, our team works together to make the process smooth, organized, and stress-free.

💙 Bianca – Operations Manager

Bianca keeps everything running behind the scenes. She manages the day-to-day operations, coordinates the important details, and ensures every client receives a seamless experience from start to finish.

💙 Nicole – Client Experience Assistant

Nicole is dedicated to making every client feel welcomed, supported, and cared for. She assists with communication, answers questions, and helps ensure every interaction with Dream Big is a positive one.

Lucy & Rocky – Rollover Specialists

Together, we're here to help bring your vision to life while making your experience enjoyable, memorable, and effortless. We can't wait to work with you! 💫

08/14/2026

At Dream Big, our dream is to help our clients turn their dreams into reality through collaborative, comprehensive financial planning. By taking the time to understand your unique goals, values, and vision for the future, we create personalized strategies designed to help you move forward with confidence.

08/11/2026

Welcome to Dream Big Wealth Strategies! Located on East St in Worcester Massachusetts.

Julianne Hertel is the founder and managing partner of Dream Big Wealth Strategies, LLC, a financial and wealth strategies firm dedicated to helping people live with more freedom, purpose, and joy. For more than 19 years, she’s guided clients through her signature Dream Big Blueprint, a holistic process designed to simplify money decisions and align finances with what truly matters most.

Julianne’s passion lies in working with dream chasers and world changers kind, generous people who want to create impact, leave a legacy, and enjoy the journey along the way.

11/05/2025

We’ve been deeply disheartened by the growing hunger crisis in our community following the reduction of SNAP benefits. No one should have to wonder where their next meal will come from.

To help make a difference, we’ve donated $1,000 to the Worcester County Food Bank — and we’re proud to share that the New York Life Foundation will match our donation, doubling the impact to $2,000 in support of local families in need.

Address

12 East Worcester Street
Worcester, MA
01604

Website

http://www.dreambigwealth.com/

Alerts

Be the first to know and let us send you an email when Dream Big Wealth Strategies, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Dream Big Wealth Strategies, LLC: