Strategic Wealth Partners offers independent investment advice and personalized financial strategies for individuals and executives across the U.S. Led by founder and Financial Advisor Julie A. Rothmeier, the firm focuses on proactive financial planning to help clients achieve their financial goals.
This website provides valuable resources for understanding key financial concepts related to insurance, investing, retirement planning, estate planning, and wealth preservation. It emphasizes the importance of collaborating with a skilled professional to navigate the complexities of personal finance.
A core principle of Strategic Wealth Partners is financial education. The firm empowers clients with knowledge about financial management basics, investment options, and readily accessible market performance data. Regular updates ensure the information remains current and relevant. Clients are encouraged to utilize the website as a valuable tool and contact Julie Rothmeier directly with any questions.
With over three decades of experience, Julie A. Rothmeier and Strategic Wealth Partners have a proven track record of helping clients proactively manage their wealth. By understanding each client’s unique goals, dreams, and aspirations, the firm develops tailored financial plans. These plans encompass a wide range of services, including retirement planning, IRA conversions, 401k management, and comprehensive wealth management solutions.
Strategic Wealth Partners provides personalized guidance to help clients explore their financial options and achieve long-term financial security. Whether planning for retirement or seeking comprehensive wealth management, the firm offers expertise and support every step of the way. Contact us today to learn more about how Strategic Wealth Partners can help you achieve your financial aspirations.
