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About Us

Strategic Wealth Management, LLC is an independent registered investment adviser firm
serving investors throughout the state of Oregon

Certified

As a Certified Financial Planner® certificate holder, our firm follows the process of data gathering, financial modeling & evaluation.

Fiduciary

In this confidential relationship, one party places special confidence in another who has a trusted duty to act for his/her benefit.

Independent

Independently owned means we're lean, quick, and able to focus all our efforts on the unique needs of our clients.

Quality of Advice Matters.

We'll partner with you to provide a comprehensive financial plan customized to your unique goals and needs.
With us, it's about relationships, not just returns.

Our Process

Firm Members

Our Code of Ethics & Professional Responsibility

We endorse the principles of the Certified Financial Planner Board of Standards Code of Ethics & follow them as our own standard of practice.

Integrity

Integrity demands honesty and candor which must not be subordinated to personal gain and advantage

Objectivity

Objectivity requires intellectual honesty and impartiality

Competence

Competence means attaining and maintaining an adequate level of knowledge and skill, and application of that knowledge and skill in providing services to clients

Fairness

Fairness requires impartiality, intellectual honesty and disclosure of material conflicts of interest

Confidentiality

Confidentiality means ensuring information is accessible only to those authorized to have access

Professionalism

Professionalism requires behaving with dignity and courtesy to clients, fellow professionals and others in business related activities

Diligence

Diligence is the provision of services in a reasonably prompt and thorough manner, including the proper planning for and supervision of the rendering of professional services



Entrust Your Wealth
to Experienced Hands

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