Strategic Wealth Management, LLC

Tel: (541) 385-6263
20985 Lava Flow
Bend, Oregon  97701
Strategic Wealth Management, LLC | Financial Advisor in Bend,Oregon

About Strategic Wealth Management, LLC

Our Primary Focus is on you! Those things that are most important to you? Your family, your values, your financial goals and resources? They really do matter& As we work together in a collaborative relationship, we can help harmonize them all toward most effectively realizing your goals. We work with Doctors, Dentists, Families and Businesses who recognize that both quality and quantity of time, delivered on a regular basis, is needed to help them stay on track and monitor their progress toward their goals. As a smaller firm by choice, we are structured for availability in person or by video conference for meetings. We can be reached anytime by phone--at no cost--for guidance, direction or questions. We are an Independent, Oregon Registered Investment Adviser, and fiduciaries to our clients. We would be pleased to provider you the professional guidance and thoughtful advice that you have been seeking. We are CERTIFIED FINANCIAL PLANNER" Professionals, held to a Fiduciary Stand

General Information

Services:   401 (k), Profit Sharing, Defined Benefit, Cash Balance, Retirement Planning, Financial Planning, Investment Management

Office Hours

Monday   08:00 AM - 05:00 PM
Tuesday   08:00 AM - 05:00 PM
Wednesday   08:00 AM - 05:00 PM
Thursday   08:00 AM - 05:00 PM
Friday   08:00 AM - 05:00 PM

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