Regular Guidance—Appropriate Advice—Worthy of Trust
Established in 2009, Strategic Wealth Management, LLC is an Independent Registered Investment Adviser Firm located in Bend, Oregon.
We are wealth advisors, primarily for a select group of very successful professionals, business owners and retirees, who, among other things aspire to a work-optional life style, and want to sleep well at night.
We have developed and refined a process called the "LifePath FORMula". It puts all the pieces of the financial puzzle together for our clients, and helps keep them there! Our process focuses specifically on the needs of clients "looking ahead!"
We believe in this process, because it has made becoming and staying financially independent within reach! This unique process allows us to "be there" when we are needed each step of the way for clients.
We are Fiduciaries, we are Certified Financial Planning Professionals, we are committed to your success as you define it!
Please, bookmark our Website! If you think we might be a good fit for one another, schedule a initial call to learn more at Calendly.com/dsmith-cfp. Sign up to receive our E-Book we'll add you to our monthly video list. If something prompts a question, please send us a quick email or call our office. We will enjoy speaking with you.
Taking steps to help protect your estate is a financial imperative. Luckily, we're here to help. This ebook outlines the critical elements to consider as you explore your estate strategy.
ARE YOU FINANCIALLY PREPARED? (Tools and Calculators-printable reports)
Retirement Readiness Planner (link)
Education Readiness (link)
Major Purchase Readiness (link)
Hi, I'd love to connect! Here is my calendar link to make finding time easy! (Calendly.com/dsmith-cfp)