For over 25 years, we’ve been helping clients take a proactive approach to their wealth and personal finances.

We believe it is important to educate our client to ensure they can reach their goals, dreams and desires, in hopes to best develop their financial picture.

Let’s discuss your financial needs!

— Julie

Welcome to Strategic Wealth Partners!

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 30 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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In the Community

Financial Advocates’ Advisor and Partner in Philanthropy, Julie Rothmeier, Honored by Invest in Others

Financial Advocates’ advisor and partner in philanthropy, Julie Rothmeier, a retirement planning specialist and founder of Strategic Wealth Partners in Cloquet, Minnesota, has received Honorable Mention in the 13th Annual Invest in Others Awards for her philanthropic contributions to The Rotary Club of Cloquet.

Financial Advocates nominated Rothmeier for the 2019 Invest in Others Awards for her efforts spearheading the launch of two charitable initiatives benefiting children and veterans in Cloquet; the Literacy Program of Cloquet and the Rotary March for Veterans Celebration.

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A Mother’s Mission to Make March for Veterans

What do you do when your son returns from war and has bared witness to the unimaginable? How do you help a young man, only 21 years of age, struggling to assimilate with Post Traumatic Stress Syndrome? This is the situation Julie Rothmeier faced when her son returned from the Iraq War in 2012.

“My son was a first gunner responsible for leading convoys from Kuwait to Iraq where they would tear down camps and bring everything back to Kuwait,” explained Julie. “When he came home with PTSS, we did not know how to help him. We had never been to war. I didn’t know what to say, what to do, or where to turn.”

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A Rotarian’s Mission to Increase Literacy in Cloquet

The Rotary Club sounds familiar to most. After all, it’s an organization that has been around for over 110 years, has 35,000 clubs nationwide and 1.2 million members or “Rotarians.” However, depending on who you ask, you will likely get different answers regarding the club’s mission. Some will tell you it’s a networking club for professionals, others may say it’s like the “Moose Club.”

Julie Rothmeier, Retirement Planning Specialist and Founder of Strategic Wealth Partners, thought something similar. She was not sure what to expect when invited to attend her first meeting eighteen years ago. Since then, Julie has embraced the Rotarian mission, served as The Rotary Club of Cloquet’s President twice, and spearheaded the launch of two charitable initiatives near and dear to her heart; one being the Literacy Program of Cloquet, Minnesota.

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Our Services

No matter where you are in your life, Strategic Wealth Partners will provide the guidance, tools and services to help you prepare for retirement on your terms.

 

Estate Planning

Estate planning should focus on your values and reflect what matters most to you. It should provide the legal mechanism for distributing property upon death in a way that recognizes your wishes and the needs of your survivors.
 

Investment Management

Your goal to pursue financial independence should include investing for your future. Strategic Wealth Partners can offer you the experience you need to ensure your investment strategy is aligned with your goals, time horizon and tolerance for risk.
 

Insurance and Annuities

Both annuities and life insurance should be considered in your long-term financial plan because they aim to protect you and plan for your future. We offer innovative solutions that seek to provide economic protection to your loved ones and annuities to guard against outliving your assets.
 

Retirement Strategies

Retirement can be a time to explore new possibilities; slow down and fully enjoy the life you imagined during your working years; or it can be a bit of both. We focus on helping individuals and their families navigate the retirement planning process by asking the right questions to uncover your needs.

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How Can We Help?

Find out how we can help you reach your financial freedom.

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