HELPING YOU NAVIGATE LIFE'S FINANCIAL JOURNEY

 

Regular Guidance—Appropriate Advice—Worthy of Trust


 

Investment Management & Financial Planning Services from Strategic Wealth Management

 

 

                


Our Value Proposition

In many firms, the larger and more “corporate” they become, the less of their time and resources you receive to

  • help address your changing needs,
  • solve problems that pop up,
  • answer your questions,
  • or monitor your progress.

Our Independent Registered Investment Adviser (RIA) firm was formed to address these concerns.  We work with people who feel that both quality and quantity of time, delivered on a regular basis, is needed to help them stay on track and monitor their progress toward their goals. 

As a smaller firm by choice, we are structured for availability in person or by video conference for meetings.  We can be reached anytime by phone--at no cost--for guidance, direction or questions.

Our firm is focused on counseling and advising clients. We can offer you the professional guidance and thoughtful advice that you have been seeking. We are CERTIFIED FINANCIAL PLANNERTM  Professionals, held to a Fiduciary Standard of Care and will do our best to serve you.  

 


ARE YOU FINANCIALLY PREPARED?  (Tools and Calculators-printable reports)

Retirement Readiness Planner (link)

Education Readiness (link)

Major Purchase Readiness (link)


Want to talk with a LIVE person? So do we! Call Our Office:  541-385-6263   

Too busy for a chat right now? E-mail usdsmith@adviceforwealth.com


Book a complimentary review with David W. Smith, CFP®, ChFC®, QPFC and experience the difference...

Certified Financial Planner

Strategic Wealth Management, LLC, is a Registered Investment Adviser specializing in providing Wealth Management services, Comprehensive Financial Planning and Consulting services.  Securities are offered through United Planners Financial Services of America, a Limited Partnership Member FINRA/SIPC. Strategic Wealth Management, LLC and United Planners are not affiliated.

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Helping You Navigate Life's Financial Journey

20985 Lava Flow (Office) P.O. Box 8011, Bend, OR 97708 (Mail)
Bend, OR 97701
Phone:
  • 541-385-6263
Fax:
  • 541-323-3640

Calculators

You can review interesting calculators on my site.

View Calculators

Videos

We have interesting videos for you to watch on my site.

View Videos

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck