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 Merit Wealth Management offers an advisor relationship built on personal trust, integrity, and serves as a fee-only Registered Investment Advisor firm to affluent individuals, families, corporations, qualified plans, partnerships and not-for-profits. Merit Wealth Management, LLC (MWM) serves clients principally in the Pacific Northwest, focusing on successful business owners, physicians and dentists who are well established and mature in their professions and careers.
Our approach is disciplined, process oriented and driven by your goals. Our mission is to enhance your wealth and life while providing you financial peace of mind so you can do the things you want for the people and organizations that you love.
The firm's typical client is a highly trained medical/dental specialist or successful business owner who is nearing or has just entered retirement. Because many of our clients have created their own wealth from their business ownership or professional practice, MWM spends extra care and is highly practiced in the area of preservation. We work very closely with some of the most well-known and respected bond specialists in the world to build portfolios that achieve what is important to you.
Meet Our Team
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Jeff Griswold, CPWA®
Principal
Merit Wealth Management, LLC was founded in 2008 by Jeff Griswold. Previous to forming MWM, Jeff was a partner at a fee-only Registered Investment Advisor firm in Salem, Oregon. Jeff attended Walla Walla University and the University of Redlands where he graduated with a bachelor's of science degree in Business & Management. Since beginning his career in the financial services community as a stock broker (what he now jokingly refers to as the "dark-side"), he has taken ownership of every aspect of the model investment practice, from the operational details to the most strategic concepts. After working for large brokerage firms for several years Jeff began his most profound period of accomplishments as a fee-only Registered Investment Advisor firm representative.
Jeff earned the Certified Private Wealth Advisor designation from The University of Chicago Booth School of Business and The Investment Management Consultants Association. The CPWA is an advanced credential specifically for wealth managers and advisors who work with high-net-worth clients on the life cycle of wealth: accumulation, preservation, and distribution. Jeff also holds or has held (before giving them up to go fee-only) various securities licenses including the Series 7, 63 & 66. He is an active member of several professional and not-for-profit organizations, including Volunteers in Medicine.
Jeff enjoys time with his family as well as church activities, reading about personal finance, economics and history. He enjoys playing golf, mountain biking, skiing and getting lost in the mountains near his home.
Jeff is a frequent speaker at dental/medical meetings and for dental study clubs. If you would like Jeff to speak at your event please let us know at
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Honorariums are donated to charity.
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Greg Fowler, CPA, CFP®
Investment Advisor
Greg is a Certified Financial Planner and has a vast amount of experience in tax and financial planning. Greg has taught over 100 equity compensation planning training seminars and tax-deferred exchange strategy seminars nationwide for hundreds of financial advisors, real estate professionals and investors.
Greg is an active member of the Bend business community including membership in such organizations as Rotary, Opportunity Knocks and The Bend Chamber of Commerce. In addition, Greg acts as Treasurer for the Meth Action Coalition, a Bend-based 501(c)3 non-profit focused on educating area youth about the dangers of Methamphetamine. Greg graduated from the University of Colorado at Boulder.
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William E. Summers, CPA, CFP®, MST
Investment Advisor
Bill has more than 16 years of experience in financial and tax planning. As a specialist in equity compensation planning and tax efficient strategies that maximize net worth, he is requested as a speaker, contributing author, media source, and consultant.
Bill is a Certified Financial Planner and has held the Series 7, Series 63, and Series 65 securities licenses and served as an investment representative with PaineWebber. He has been a guest speaker at numerous conferences, including the Financial Planning Association, the American Institute of CPAs, and the Investment Management Consultants of America.
Mr. Summers was a member of the review board for the National Board of Certified Option Advisors, which managed and administered the Certified Option Advisor designation. He holds a B.A. degree in Finance and an M.S. degree in Accounting/Taxation from the University of Washington.
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C.J. Baxter
Portfolio Advisor
A native of Central Oregon, C.J. graduated from Oregon State University with a B.S. in Business Finance and a minor in Economics. C.J. is currently enrolled in New York University’s program to obtain the CFP® (CERTIFIED FINANCIAL PLANNER™) certification. C.J. currently holds the Series 65 license and is an investment advisor representative of Merit Wealth Management, LLC.
C.J.’s proficiency lies in comprehensive retirement planning and portfolio management. He finds great satisfaction in customizing portfolios for clients that parallel their unique investment goals through determining an investors need, ability and willingness to take market risk. Prior to joining MWM C.J. was in the commercial real estate industry where he managed a substantial portfolio of commercial real estate for accredited investors, including retail centers and medical/dental office properties.
C.J. volunteers his time as a member of Habitat for Humanity’s Finance Committee, a non-profit organization helping those in need attain the dream of affordable home ownership. In his spare time you can find C.J. wakeboarding on one of the many lakes in Central Oregon or at Mt. Bachelor snowboarding during the winter months. C.J. also enjoys traveling with family and friends and is an accomplished drummer.
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