Strategic Wealth Management

Investment Bank/Securities Brokerage - Bend, OR, US

Strategic Wealth Management Employees

David Smith

Founder, CEO, Chief Compliance Officer

Contact David Smith

Magdeline Baramilis

Financial Planning Assistant

Contact Magdeline Baramilis

Patrick Carmichael

President/Founder

Contact Patrick Carmichael

Katherine Camp

Director of Administration and Marketing

Contact Katherine Camp

SHEILA Flores

Staff Auditor/Accountant

Contact SHEILA Flores

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Strategic Wealth Management Senior Management

David Smith

Founder, CEO, Chief Compliance Officer

Contact David Smith

Patrick Carmichael

President/Founder

Contact Patrick Carmichael

James Berquist

Owner

Contact James Berquist

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Strategic Wealth Management Details

Private wealth management to high net worth individuals, corporate executives , and family owned businesses.

Website: adviceforwealth.com

Employees: 10 - 19

HQ: 541-385-6263

Location: Bend, OR, US

Revenue: 2.5 - 5 Million

Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management

Strategic Wealth Management Technologies

Fonts

Google Font API

Hosting

CloudFlare Hosting

Analytics and Tracking

Google Analytics

Online Video Platforms

Wistia

Other

Google Maps

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