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

Why Strategic Wealth Management?

 

Simply put...Quality of Advice Matters!             

 


FINANCIAL PLANNING: A CO-CREATIVE EXPERIENCE

You are unique:

  • As an individual
     
  • As a family
     
  • As a professional

 

Thus, it may not work to take a cookie-cutter approach to:

  • Managing your wealth
     
  • Controlling taxation
     
  • Saving money for retirement
     
  • Creating a family legacy

 

We value you, your family and your business; therefore, we partner with you to provide a co-creative, comprehensive financial planning experience that is custom to your goals and needs. With us, it's about relationships, not just returns. 

 

Let us help you to:

  • Build, balance, & grow personal wealth
     
  • Plan for
    • Growth
    • Succession
    • Retirement
    • Legacy, Estates, Charitable Giving

If you are an Oregon resident, give us a call. We are an Independent Registered Investment Advisor (RIA) firm in beautiful Central Oregon and we can service investors who are located anywhere in the state.

GIVE US A CALL: 541-385-6263

SEND US AN E-MAIL: dsmith@adviceforwealth.com


*READ OUR CODE OF ETHICS


*READ OUR HIGHEST STANDARD OF CARE


*WHY FINANCIAL PLANNING? 

 


BOOK A COMPLIMENTARY REVIEW WITH DAVID SMITH, CFP®, CHFC®, QPFC AND EXPERIENCE THE DIFFERENCE...

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