“The stock market is a giant distraction to the business of investing”
– John C. Bogle
Personalized Financial Planning & Wealth Management Services
"The essence of investment management is the management of risks, not the management of returns."
Personalized Financial Planning & Wealth Management Services
"Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver."
Personalized Financial Planning & Wealth Management Services
"The secret of getting ahead is getting started."
Together, We Make Financial Decisions That Reflect Your Personal Story & Goals
At Meridian Wealth Management, LLC, our mission is to help you and your family turn your financial vision into reality. We provide tailored, strategic guidance to align with your unique goals, both today and for the future. By understanding your priorities, lifestyle, and long-term objectives, we partner with you to navigate every stage of your financial journey.
Our experienced Wealth Managers aim to offer clear, actionable strategies to protect your wealth, grow your assets, and ensure a secure and prosperous future for you and those you care about. Our goal is to give you the tools and support you need to navigate life and achieve a secure and prosperous future.
Clarity, Ease & Loyalty for Every Step of Your Financial Journey
Your team of Wealth Managers will offer honesty, transparency, and security throughout your journey. No matter your financial worries, they will have the answers you need to protect your assets and plan for your future, so that you can relax and enjoy living your life.
Our goal is to simplify even the most complex financial issues, making them easy to understand and less intimidating. This makes it easier for you to make informed decisions about your own finances.
Tax Planning
Insurance
Estate Planning
In addition to serving the local communities of Tucson, Scottsdale and Boulder, we also offer services to clients across the Greater U.S.
Mid-Career & Working Professionals
As a professional, you’re managing career growth, increasing income, and making key financial decisions. Milestones like promotions, starting a business, or a financial windfall bring new opportunities and challenges, while marriage, homeownership, and family planning add complexity. Our Wealth Managers provide experienced guidance to help you with your goal of building a solid investment strategy, grow your wealth, and secure long-term success.
Start planning today and take control of your financial future
Pre-Retirees & Small Business Owners
You’ve worked hard to build your wealth, don’t leave your retirement to chance. Whether you’re planning your exit from the workforce or balancing business and personal finances, we believe the right strategy can make all the difference.
Let’s plan to turn what you’ve built into lasting financial freedom
Multi-Generational Families & Legacy Planning
For retirees focused on legacy planning or building multi-generational wealth, we understand that for most, this stage of life is about securing your financial legacy and ensuring future generations thrive. You’ve worked hard for your money and deserve to enjoy your retirement. If you’re looking to protect your assets, pass down wealth, create a lasting impact, or are inclined toward charitable gifting, we believe having a well-thought-out strategy is essential.
Our team of fiduciaries is committed to helping you navigate the complexities of estate planning, tax strategies, and wealth transfer, so you can leave a legacy that reflects your values and goals.
Schedule a consultation to grow your wealth for years to come
Lead Magnet Headline
Find out why our lead magnet is of interest to you! Click the button to go to a dedicated page with the registration form, and additional information.
Get To Know Your Team
At The Strategic Wealth Group at Meridian Wealth Management, LLC, we’ve tailored a team of professionals who are committed to putting your best interests at the forefront of everything we do. With our combined expertise in investments, tax strategies, wealth management, and retirement planning, we work together to help you achieve your financial goals. We provide continuous support, all while prioritizing your success. With a shared passion for your financial well-being, we’re here to offer the guidance and insights you need to navigate your journey with confidence, always putting you first.
Learn more about your team of wealth managers and financial planners:
Shawn A. Best, M.S., CFP®
Senior Wealth Management Advisor
Tucson, AZ
Bryce Coward, CFA, CFP
Wealth Management Advisor & Director of Investments
Colorado
David Lundgren
Senior Wealth Management Advisor
Scottsdale, AZ
Bruce Ward, CFP®
Senior Wealth Management Advisor
Tucson, AZ
Chase T. Gelardi, CFP®
Wealth Management Advisor
Scottsdale, AZ
Sergio V. Ortiz
Wealth Management Advisor
Tucson, AZ
Jessica Pacheco
Senior Relationship Manager
Tucson, AZ
Roxy Borquez
Relationship Manager
Tucson, AZ
Valerie Farris
Senior Relationship Manager, Retirement Plan Manager
Boulder, Colorado
Karen Twardos
Relationship Manager
Scottsdale, AZ
Bruce Ward, CFP®
Senior Wealth Management Advisor
Tucson, AZ
Bryce Coward, CFA, MBA, CFP®
Wealth Management Advisor & Director of Investments
Colorado
David Lundgren
Senior Wealth Management Advisor
Scottsdale, AZ
Shawn A. Best, M.S., CFP®
Senior Wealth Management Advisor
Tucson, AZ
Chase T. Gelardi, CFP®
Wealth Management Advisor
Scottsdale, AZ
Sergio V. Ortiz
Wealth Management Advisor
Tucson, AZ
Karen Brauer
Relationship Manager
Scottsdale AZ
Roxy Borquez
Relationship Manager
Tucson, AZ and Scottsdale, AZ
Valerie Farris, FPQP®
Senior Relationship Manager, Retirement Plan Manager
Servicing Boulder
Bob Bush
Investment Committee Member
Colorado
Eric Bush, CFA
Investment Committee Member
Colorado
Jake Blumenthal
Portfolio Analyst
Tucson, AZ
Your Success is Our Success
We have made it our goal to build personal relationships with our clients. Rather than sell you products you might not actually need, we will take the time to understand your needs and goals so that we can recommend products and services that we believe will genuinely move you closer toward your goals. Read through some of our stories that inspire us every day!
Schedule a Consultation with Your Team of Wealth Management Advisors
Call us today or contact us online to schedule a consultation with your personal team of wealth managers. At The Strategic Wealth Group at Meridian Wealth Management, LLC, we believe that financial planning involves more than just helping our clients make money. It also involves forming client connections, building trust, understanding goals and needs, and helping clients prepare for each stage of their life’s journey. We serve clients in Southern Arizona, including Tucson, Phoenix, Saddlebrook, Green Valley, and Sierra Vista and Northern Colorado, including Boulder, Denver, and Fort Collins.