Merit Wealth Management is a team of professionals devoted to helping accomplished families simplify financial complexities, achieve their most important goals, preserve personal wealth and enhance life. We believe the best way to do so is through time-tested, evidence-based and holistic financial solutions, even if it means being different.
We are an Independent Wealth Management firm specializing in helping people reach their retirement dreams. We provide solutions that help you enjoy your life with peace of mind to focus on your family or business or philanthropy or bucket list. Call us for a free consultation and portfolio review and risk analysis. Our services include IRA and 401(k) Rollovers, Money Management Platforms, Retirement Plans, Life Insurance Review, Business Exit Planning Strategies and Education Planning.
We are a leading resource throughout Central and Southern Oregon for retirement income and investment planning. We provide the financial guidance and service retirees and those planning for retirement need to help achieve financial independence.
Chart a course for financial prosperity with expert advice on wealth growth and precise tax preparation services.
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Professional Integrity: Openness and honesty is the bedrock of any relationship, this is the case with our business. Our commitment to our clients is to strive to maintain high ethical standards that are reflected in all our employees. Satisfied Clients: Our clients come first. We start the day with you in mind and end the day making sure we took care of your financial needs. The entire staff will ensure that you receive a prompt and courteous response to every inquiry. We also will make sure you receive open and straight forward advice in regards to your financial situations. Technology Friendly: At NWQ Wealth Management we maintain a focused approach to the use of technology in our industry and ensure that our clients benefit from that technology.
Your financial advisor in Bend will work with you to create tailored wealth management strategies. Find a financial advisor near you.
