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

Are you working with a Certified Financial Planner?

Check that your advisor possesses a valid CFP® designation at www.letsmakeaplan.org

 

 

 
 
 
 
 

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.

 
 
 
 
 

 

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