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.
The challenging financial landscape has never been harder to navigate alone. Financial terms and concepts are confusing, leaving you feeling overwhelmed and intimidated. You've found success in your work, shouldn't you be able to enjoy that success throughout the rest of your life?
That's why we established Strategic Wealth Management as an Independent Registered Investment Adviser Firm in Bend, Oregon. For over 35 years, we'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!
Schedule a 30 min call to see if we're a right fit for your unique financial needs.
Whether you need a financial planner, fiduciary, personal CFO or portfolio management, we have what you need to thrive.
See your financial goals achieved by focusing on Key Principles and Actions over time.
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.