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Offering an advisor relationship built on personal trust and integrity, Merit Wealth Management, LLC serves as a fee-only Registered Investment Advisor firm to affluent individuals, families, corporations, qualified plans, partnerships and not-for-profits.
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. |
If you are a client, click the login button below to access your personal financial homepage. Interested in becoming a client? Visit my homepage to learn more.
919 NW Bond Street
Suite 204
Bend, OR 97701
Phone: (888) 516-3748
Fax: (541) 550-2223