Strategic Wealth Management, LLC is an independent registered investment adviser firm serving investors throughout the state of Oregon
As a Certified Financial Planner® certificate holder, our firm follows the process of data gathering, financial modeling & evaluation.
In this confidential relationship, one party places special confidence in another who has a trusted duty to act for his/her benefit.
Independently owned means we're lean, quick, and able to focus all our efforts on the unique needs of our clients.
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.
CFP® ChFC® CPFA®President, Wealth Manager, Advisor
We endorse the principles of the Certified Financial Planner Board of Standards Code of Ethics & follow them as our own standard of practice.
Integrity demands honesty and candor which must not be subordinated to personal gain and advantage
Objectivity requires intellectual honesty and impartiality
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 requires impartiality, intellectual honesty and disclosure of material conflicts of interest
Confidentiality means ensuring information is accessible only to those authorized to have access
Professionalism requires behaving with dignity and courtesy to clients, fellow professionals and others in business related activities
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