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

Investment Management

Do you need:
  • Retirement Income?
  • Risk Control?
  • Growth?
  • Focus on Net-After-Tax return?
  • Tax Management?

We have the tools to help you.          

 

 

 

 

At Strategic Wealth Management, LLC we provide you with a comprehensive array of investment strategies within a variety of integrated and customized investment platforms, designed to help you effectively pursue your financial goals.

 
Let us use our knowledge, experience, and plentiful resources to provide you with customized investment advice, leading edge solutions and the best possible service.
 
As an Independent Registered Investment Adviser (RIA) firm,  we have the freedom to craft custom solutions that make sense with various custodial partners.  In addition to traditional tools, like ETF's or Mutual Fund Wrap programs, we also have access to
  • best-in-class institutional money managers and research partners,
  • rigorous investment selection processes,
  • and reliable resources to help optimize management of client assets and portfolios.
 
Strategic Wealth Management, LLC's Corporate, Trust and Individual Clients benefit from our key investment management relationships with firms of the highest institutional quality and service.  These investment management firms offer significant platform infrastructure and expertise in
  • manager selection,
  • global asset allocation,
  • and portfolio optimization,

resulting in investment strategies designed to meet specific requirements of any client or institution.


*LOOKING FOR RETIREMENT PLAN SERVICES?

   For Businesses


*CURIOUS ABOUT OUR SCOPE OF SERVICES?

   For All   
 

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