Achieve financial independence with a Certified Financial Planner™ Professional
Get a well-designed financial plan that is understandable, workable, and within reach.
Get your time back, feel more confident in your financial decisions, and have fewer sleepness nights.
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 39 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®
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™.
Get on David's calendar with the "Schedule an Intro Call" link below.
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.
In this ebook, we outline how to stay the course through market ups and downs. Our tips will help you anticipate, rather than fear, market movement.