Why Choose Us? Simply put...Quality of Advice Matters! FINANCIAL PLANNING: A CO-CREATIVE EXPERIENCEYou are unique:As an individualAs a familyAs a professionalThus, it may not work to take a cookie-cutter approach to:Managing your wealthControlling taxationSaving money for retirementCreating a family legacyWe 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 wealthPlan forGrowthSuccessionRetirementLegacy, Estates, Charitable GivingIf 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: 541-385-6263SEND US AN E-MAIL: firstname.lastname@example.org *Why Financial Planning? Learn more *READ OUR CODE OF ETHICS *READ OUR HIGHEST STANDARD OF CARE 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.