Welcome to Strategic Wealth Partners. My name is Julie A. Rothmeier, founder and Financial Advisor, providing independent investment advice and customized financial strategies to individuals and executives all across the U.S.
I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this Web Site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, I hope you see the value of working with a skilled professional to pursue your financial goals.
One of my primary roles as an advisor is to help educate you about the basic concepts of financial management; to help you learn more about your investment options; and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit this site often. Be sure to add this site to your list of “favorites” in your internet browser. I frequently update the available information, and if you ever have any questions about information on this site, or just have a question of your own, you are encouraged to contact me via email or phone.
For over 25 years, I have been helping clients take a proactive approach to their wealth and personal finances. I will take the time to learn about you. I want to know your goals, dreams and desires, in order to help you develop your financial picture. As your Financial Advisor, I will guide you through the process of discovering your financial options and possibilities, whether that means planning for retirement, converting an IRA, working with a 401K, or wealth management services.
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