Jeff Utterback's Contact Details

Jeff Utterback's Company Details

Strategic Wealth Management, LLC

Bend, Oregon, United States • 5 Employees
Investment Management

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, 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.