Additional information


en			ru			jp

Finance Lounge

Add privatebanking.com as a search provider to your browser

Advanced Search

Private Banking & Wealth Management search tool

Search entity

Advisors & Consultants

Merit Wealth Management, LLC

Back

Review Avg.
Reviews:	0

Contact Page

Additional information

Write Review

Browse Review

Additional information

Merit Wealth Management, LLC

Overview:

Welcome to Merit Wealth Management.

We are a team of professionals devoted to helping accomplished families simplify financial complexities and achieve their most important goals.As a nationally recognized leader in providing comprehensive wealth management to physicians and dentists, we believe a client’s financial plan must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their family and practice.

We take our role as trusted advisor seriously. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client’s financial and life goals.
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’.

To the left are several of the distinguishing factors that set us apart.
We Provide a Fiduciary Standard of Care to all Clients

In our relentless pursuit to be the most trusted independent private wealth management company, Merit adopts an approach that is uniquely different from much of the financial services industry. We know it is a road less traveled, but a path that will lead us to providing you with the most honest, independent and competent financial advice.

As fiduciaries we are legally obligated to act in our clients' best interest at all times. Most large brokerage firms and advisors do not have to legally act in their clients' best interest, so you have to ask the question; Do the recommendations most benefit you or them?

Our clients take solace in knowing that they need not question the integrity of our council.

Back

Privatebanking.com

Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.

Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

©	Copyright by PRIVATE BANKING.COM 2002- - All rights reserved.