Master Life's Financial Journey
Achieve financial independence with a Certified Financial Planner™ Pro
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.
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!