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    Strategic Wealth Management, Llc

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    Description

    • Strategic Wealth Management, LLC is an Independent Registered Investment Adviser firm. It offers a Wealth Management Business Model. Our Wealth Manager, Advisors are CERTIFIED FINANCIAL PLANNER certificants, and subscribe to the CFP Code of Ethics. We provide Financial Advice & Planning, Investment 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 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.
    • location

      Headquarters:20985 Lava Flow , Bend, Oregon, United States

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    • Strategic Wealth Management, Llc phone

      Phone Number: +1 541-385-6263

    • Strategic Wealth Management, Llc website

      Website: https://www.adviceforwealth.com

    • Strategic Wealth Management, Llc employees

      Employees:7

    • Strategic Wealth Management, Llc revenue

      Revenue:$1 - 10M

    • Strategic Wealth Management, Llc legal name

      Legal Name:Strategic Wealth Management, Llc

    • Strategic Wealth Management, Llc's Social Media

      Strategic Wealth Management, Llc linkedin Strategic Wealth Management, Llc facebook
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    • |  NAICS Code: 523930  |

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    Frequently Asked Questions regarding Strategic Wealth Management, Llc

    • Where are Strategic Wealth Management, Llc's Headquarters?

      Strategic Wealth Management, Llc's Headquarters are in 20985 Lava Flow ,Bend,Oregon,United States

    • What is Strategic Wealth Management, Llc's phone number?

      Strategic Wealth Management, Llc's phone number is +1 541-385-6263

    • What is Strategic Wealth Management, Llc's official website?

      Strategic Wealth Management, Llc's official website is https://www.adviceforwealth.com

    • What is Strategic Wealth Management, Llc's Revenue?

      Strategic Wealth Management, Llc's revenue is $1 - 10M

    • What is Strategic Wealth Management, Llc's NAICS code?

      Strategic Wealth Management, Llc's NAICS code is 523930

    • How many employees are working in Strategic Wealth Management, Llc

      Strategic Wealth Management, Llc has 7 employees

    • What is Strategic Wealth Management, Llc's Industry?

      Strategic Wealth Management, Llc is in the industry of Investment Management

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