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About our Firm

We are an Independent RIA Firm, providing "Holistic" financial advice and support to  primarily, a select group of very successful professionals, business owners and retirees, who, among other things aspire to a work-optional life style, and want to sleep well at night.

We have developed and refined a process called the "LifePath FORMula".  It helps put all the pieces of our client's "financial puzzle" together, and helps keep things current over time.  Our process focuses specifically on the needs of clients "looking ahead." (please see our "Introductory Series Videos" on the home page to learn more.)

We use our unique process, because we want to help you succeed in your desire to become and remain financially independent!  This unique process allows us to "be there" when we are needed each step of the way for our friends and clients.

We are Fiduciaries to our clients, we are Certified Financial Planning Professionals, and Independently owned. Highly experienced and are committed to your success as you define it.

Established in 2009, Strategic Wealth Management, LLC is an Independent Registered Investment Adviser Firm located in Bend, Oregon.

 Schedule an initial call to learn more at,  to get connected.  If after we visit, there is a reason to visit further, we can meet in person if you like to determine whether or not we could be a good fit for one another. 

Please, visit and bookmark our Website, while there, Sign up to receive our E-Book.   If something prompts a question, please send us a quick email or call our office. We will enjoy speaking with you.

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