Helping You Navigate Life's Financial Journey

CONNECT

Address:

20985 Lava Flow (Office) P.O. Box 8011, Bend, OR 97708 (Mail)
Bend, OR 97701

Phone:

541-385-6263

Fax/Other:

541-323-3640

Scope of Services:


Strategic Wealth Management, LLC is an Independent Registered Investment Advisor (RIA) firm that offers you a full suite of Wealth Management and financial guidance services.

 
Our firm's unique value proposition is provided through "Premier Advisory Services,"  our highest level of ongoing planning and advisory service. 
 
 Select learn more for the details of Premier Advisory Services

We are your financial hub:

  • we engage with your advisors,
  • we leverage strategic partnerships,
  • and we can offer you leading edge investment, planning and financial advice.  

We partner with broker-dealer United Planners Financial Services, Member FINRA, SIPC, to offer a diverse variety of financial products and services that may meet your specific needs.

Our principal areas of focus are:
 
  • Financial Plan Design & Progress Monitoring:  are you on track to reach your goals for retirement, children's education, or other financial goals? If not then what are the best ideas and tools to get you there? Who will help you stay on track?  Let us help you understand and make the best choices you can. Comprehensive Financial Planning is the best approach to assess progress and identify the best solutions.
 
  • Personal Wealth Management: we provide you guided access to institutional-quality investment management that is tax efficient, cost efficient and optimized for risk vs return targets.  
 
  • Business Retirement Plan Consulting: we are a Consultant for Qualified Retirement Plans with a focus on optimal plan design and on risk reduction for trustees. We offer compliance support/oversight, as well as employee education support. We believe in the value of educating and empowering your appreciated employees for better participant retirement outcomes.
 

As a CERTIFIED FINANCIAL PLANNER™ Professional, David W. Smith, CFP®, ChFC®, QPFC can:

  • Help you consider, clarify, and define your goals
  • Identify challenges to success, then develop and test appropriate solutions
  • Use comparative analysis to evaluate and select best overall options
  • Illustrate cash flow, tax, and net worth benefits of the course of action
  • Work with you to make "Course Corrections" and to monitor your financial progress
  • Implement strategies, review and revise per ongoing advice provided
If you are searching for a savvy advisor to partner with as you move toward the future, you may want to meet with David Smith, CFP®, ChFC®, QPFC. We are proud to say our average client has worked with us for 15+ years.  We meet quarterly with most, and work closely with their CPA's and other advisors.
 
The value of a trustworthy advisor is priceless. David is open, honest, and trustworthy. He esteems his clients and cares about their concerns.  He wants to hear from you.  Call any time.  The frequency of portfolio evaluation and face-to-face meetings with your CERTIFIED FINANCIAL PLANNER® professional will be decided by you.

*QUALIFIED RETIREMENT PLAN CONSULTING 

For Businesses
 

*INVESTMENT MANAGEMENT SERVICES

For All
 
 

BOOK A COMPLIMENTARY REVIEW WITH DAVID 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.

Questions? Care to talk more in depth? We're here to help you. 

Office: 541-385-6263 

E-mail: dsmith@adviceforwealth.com 

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