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1-10 employees
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Financial Services
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20985 Lava Flow, Bend, Oregon 97701, US
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Strategic Wealth Management, LLC is an Independent Registered Investment Adviser firm. It offers Wealth Management Advice to help clients reach Financial Independence! Our Wealth Manager, Advisors are CERTIFIED FINANCIAL PLANNER Professionals, and subscribe to the CFP Code of Ethics. We provide Financial Advice & Planning, Investment advice/management services and Retirement Plan Consulting services to our clients on a regular and recurring basis. Our Client profile would include persons normally age 50+, Pre or post retired, business owners and medical & business professionals, mid to high net worth clients with a measure of complexity and desire for ongoing counsel, advice and support. Our Business clients, use us to integrate their business/personal planning to optimize their efforts in wealth building, Succession/Continuation Planning. We have a very active Retirement Plan Consulting and Advisory business operating as a 3(21) Plan Fiduciary, and offer 3(38) services to clients through various business partner firms. Financial Planning and Advisory Services provided through Strategic Wealth Management, LLC. Securities offered through United Planners Financial Services, a SIPC/FINRA Registered Broker Dealer Firm. SWM, LLC and United Planners are unaffiliated.
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Strategic Wealth Management, LLC Email Formats | Example Email Formats | Percentage |
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{f}{last} | [email protected] |
75.00%
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The widely used Strategic Wealth Management, LLC email format is {f}{last} (e.g. [email protected]) with 75.00% adoption across the company.
To contact Strategic Wealth Management, LLC customer service number in your country click here to find.
David W Smith is the CEO of Strategic Wealth Management, LLC. To contact David W Smith email at [email protected].
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