Strategic Wealth Management, LLC

Services Offered

• Financial Planning
• Retirement Planning
• Investment Management

About

Strategic Wealth Management is a financial planning firm based in Bend, Oregon, dedicated to helping clients aged 50 and over achieve financial freedom and independence. The firm specializes in retirement planning and investment management, utilizing the LifePath Formula process to clarify client goals and maximize after-tax returns. Established in 1984 and restructured as an Independent RIA in 2008, they provide ongoing advice through regular planning and review sessions. Their comprehensive approach addresses the evolving financial needs of their clients, ensuring they are well-prepared for life's changes.

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