Your SWG Team

Align Your Finances with Your Future - Leverage Our Expertise for Your Peace of Mind

At The Strategic Wealth Group at Meridian Wealth Management, LLC, we believe financial planning should be tailored to a client’s unique circumstances. Our goal is to meet you where you are—understanding your goals, priorities, and challenges—to craft a personalized strategy that aligns with your life. With a commitment to clarity, trust, and long-term success, we aim to guide you through every stage of your financial journey, helping you make informed decisions with confidence.

Get To Know Your SWG Team

Bruce Ward, CFP®

Senior Wealth Management Advisor

Bryce Coward, CFA, MBA, CFP®

Wealth Management Advisor & Director of Investments

David Lundgren

Senior Wealth Management Advisor

Shawn A. Best, M.S., CFP®

Senior Wealth Management Advisor

Chase T. Gelardi, CFP®

Wealth Management Advisor

Sergio V. Ortiz

Wealth Management Advisor

Karen Brauer

Relationship Manager

Roxy Borquez

Relationship Manager

Valerie Farris, FPQP®

Senior Relationship Manager, Retirement Plan Manager

Bob Bush

Investment Committee Member

Eric Bush, CFA

Investment Committee Member

Jake Blumenthal

Portfolio Analyst

Schedule a Consultation with Your Team of Wealth Managers, Financial Planners & Advisors