Financial Advisor in Bend Oregon * Strategic Wealth Management

Shape Life's Financial Journey

Achieve financial independence with a Certified Financial Planner^™Professional

Schedule an Intro Call

Clarity

Collaborate with us to build your unique financial plan reflecting your needs, goals and purpose!

Confidence

Reduce stress, feel more confident in your financial decisions, and have fewer sleepness nights.

Brighter Future

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

Consult with an Experienced Professional

Let us help you bring balance to your financial life, take away your doubts and fears and help you work toward your goals. With the right guidance you can move past the intimidation of a rapidly changing financial landscape and enjoy the fruits of your labor along the way

Everyone has concerns for the future. Let us help you alleviate yours!

That's why in 2009 I established Strategic Wealth Management as an Independent Registered Investment Adviser Firm in Bend, Oregon. For over 40 years, I've been helping clients shape their financial futures. We can help you embrace your future on your own terms...

David W. Smith, CFP®, CHFC®

About Us

How We Help You Achieve Your Financial Goals

Get to know us through this introductory Video series.
You'll know right away if our signature financial management process is a good fit for your financial needs.

Reshape your financial future with the help of a Certified Financial Planner®.

Find out if our firm can help you achieve financial independence.

Learn about our signature financial planning process: The LifePath FORMula™.

Let's Get Started:

1. Schedule a Call

Get on David's calendar with the "Schedule an Intro Call" link below.

2. Find Your Fit

Sit down with David for an hour to ensure we're the right fit for your unique needs.

3. Achieve Your Goals

By focusing on key principles and actions over time, you can nail your financial goals.