An experienced, registered investment adviser specializing in wealth management services, comprehensive financial planning, investment design and management and consulting services. Learn about our Signature Process: The LifePath F.O.R.M.mula...
That's why in 2009 I established Strategic Wealth Management as an Independent Registered Investment Adviser Firm in Bend, Oregon. For over 40 years, I've been helping clients shape their financial futures. We can help you embrace your future on your own terms...