Achieve financial independence with a Certified Financial Planner™ Pro
Get a well-designed financial plan that is understandable, workable, and within reach.
Get your time back, be confident in your financial decisions, and sleep well at night.
Build the life you want with ongoing support from your personal CFO.
You shouldn't have to sacrifice the quality of your life now or the enjoyment of your retirement later. With the right guidance you can move past the intimidation of a rapidly changing financial landscape and enjoy the fruits of your labor.
That's why in 2009 I established Strategic Wealth Management as an Independent Registered Investment Adviser Firm in Bend, Oregon. For over 35 years, I've been reshaping the financial future of successful professionals, business owners, & retirees who aspire to a work-optional lifestyle or a traditional retirement.David W. Smith, CFP®, CHFC®, CPFA®
We have developed and refined our signature process called the "LifePath FORMula™." This framework helps put all the pieces of your financial puzzle together keep them there.
The LifePath FORMula™ has made financial independence a reality for our clients and friends. Our unique process allows us to "be there" when we are needed for each step of your journey toward that work-optional lifestyle or traditional retirement you hope to experience!
We are Certified Financial PlannerTM Professionals, Fiduciaries to our Clients, Independent and committed to helping you reach Financial Independence!
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Sit down with David for an hour to ensure we're the right fit for your unique needs.
By focusing on key principles and actions over time, you can nail your financial goals.
Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.