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About Us

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 financial advisor 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.

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

David W. Smith

David W. Smith


President, Wealth Manager, Financial Advisor

Shelli Fox

Shelli Fox

Office Manager

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 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

Entrust Your Wealth
to Experienced Hands

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