Master Life's Financial Journey
Achieve financial independence with a Certified Financial Planner™ Professional
It's hard to navigate this alone.
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.

I understand your concerns for the future.
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®
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™.