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Three Areas of Focus

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.

As a Fiduciary to our clients, we have designed our Planning Process to help you identify, establish and clarify goals, understand potential challenges, and consider the best solutions, strategies and methods.  With a Valued Guide at your side, you can work efficiently toward reaching your goals over time.   

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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 strategies to get you there? Who will help you stay on track? Monitor your progress? Let us help you make the best choices you can. Comprehensive Financial Planning is the best approach to clarify goals and needs, identify the best solutions, and to monitor your progress.

  • Investment Advice & Management:  What is right for you is based on your goals, values, tolerance for risk and time horizon.  Understanding these things for you will allow us to then develop the appropriate solutions to meet your needs, aligning your risk tolerance to efficiently target your needed returns. We will be sensitive to cost efficiency, tax efficiency and risk management. 

  • 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 valued 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 chosen 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 into 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.

Why Financial Planning?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the  foundation of our success.

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*INVESTMENT ADVISORY and MANAGEMENT SERVICES

For All

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BOOK A COMPLIMENTARY REVIEW WITH DAVID W. 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.

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

Office:  541-385-6263

Email: [email protected]