Strategic Wealth Management, LLC

Strategic Wealth Management, a Bend, Oregon based financial planning firm, specializes in guiding clients aged 50 and over towards financial freedom and independence. Established in 1984, the firm was restructured as an Independent RIA firm in 2008. The firm leverages the LifePath Formula process to help clients clarify goals and maximize after-tax returns over time. Our clients benefit from regular planning and review sessions that help by providing ongoing advice to help clients deal with the ever-changing circumstances of life.