Merit Wealth Management

Specialties

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.

History

Established in 2008.

Merit Wealth Management is a fee-​only, independent wealth management firm with clients across the country. The firm is located in Bend, Oregon and online. We believe in the delivery of true wealth management to our clients through academic based investment strategies and comprehensive planning. We look to have a deep understanding of our client’s complete financial picture, from retirement planning to their philanthropic dreams.

Our principles and approach stand in sharp contrast to many in the financial services industry who prefer to play a rigged Wall Street game — often putting their own interests ahead of their clients’.

Meet the Business Owner

Jeff G.

Business Owner

Jeff is Merit Wealth’s lead on all strategic matters — crafting the firm’s vision, establishing its exceptional standards, and managing key relationships. Previous to forming Merit Wealth Management in 2008, Jeff was a partner at a investment firm in Salem, Oregon. 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 financial planning 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.

«I believe that our purpose as an organization is improving the individual and collective lives of every client, family and organization that we serve.» — Jeff