Broker Check

Master Life's Financial Journey

Achieve financial independence with a Certified Financial Planner™  Pro

Call Now

Clarity

Get a well-designed financial plan that is understandable, workable, and within reach.

Peace of Mind

Get your time back, be confident in your financial decisions, and sleep well at night.

Bright Future

Build the life you want with ongoing support from your personal CFO.

You Should Enjoy Your Success!

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?

We know the next step isn't always clear.

We know the next step isn't always clear.

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®

Let us help you!

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!

Let's Get Started:

1. Make the Call

Schedule a 30 min call to see if we're a right fit for your unique financial needs.

2. Choose Services

Whether you need a financial planner, fiduciary, personal CFO or portfolio management, we have what you need to thrive.

3. Move Forward

See your financial goals achieved by focusing on Key Principles and Actions over time.

Make an Appointment

Reshape Your Financial Future
with Confidence

Make an Appointment

Learn How to Avoid These 6 Common Tax Errors

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.
Thank you! Oops!