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About Us

Established in 2009, Strategic Wealth Management, LLC is an Independent Registered Investment Adviser Firm located in Bend, Oregon.

With planning and investment experience dating from 1984, we have helped clients with a wide variety of needs, maneuver through their own unique financial challenges.

We listen to you.  We care about your concerns.  We counsel together and develop solutions that make sense for you and your business and family. 

Your situation is unique to you. We are proactive in helping you work toward reaching your financial goals and objectives, using the most efficient methods available.

Over time, life provides challenges along the way. We will be there to help you address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.