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Why Choose Us?

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: [email protected]

*Why Financial Planning?

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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.