Strategic Wealth Management, LLC Email Format

Investment ManagementOregon, United States2-10 Employees

Strategic Wealth Management, LLC is an independent Registered Investment Adviser based in Bend, Oregon. It delivers wealth management, financial planning, and investment advisory services through an ongoing advisory relationship, with CFP professionals guiding clients under the CFP Code of Ethics. The firm provides retirement plan consulting and financial advice on a regular basis, and securities are offered through United Planners Financial Services, with SWM and United Planners operating as unaffiliated entities.

Its client base comprises individuals typically around age 50 and older who are pre- or post-retirement, as well as business owners and medical or professional professionals with mid-to-high net worth and complex needs requiring ongoing counsel. The firm also works with business clients to align personal and corporate planning, supporting wealth-building and succession planning efforts. It maintains an active retirement plan consulting and advisory practice, serving as a 3(21) Plan Fiduciary and offering 3(38) services through partner firms.

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