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Your SWG Team
Our Difference
Who We Serve
Is This You?
Resources
Contact

Staff Type: Wealth Managers

Bruce Ward, CFP®

Bryce Coward, CFA, MBA, CFP®

David Lundgren

Shawn A. Best, M.S., CFP®

Chase T. Gelardi, CFP®

Sergio V. Ortiz

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The SWG Difference
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Our Office Locations

Tucson, AZ

5210 E. Williams Circle, Suite 820
Tucson, AZ 85711
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(520) 675-5761

Scottsdale, AZ

7047 E Greenway Pkwy., Suite 455
Scottsdale, AZ 85254
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(602) 562-8053

Boulder, CO

Virtual Office
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(720) 303-2376

© 2026 The Strategic Wealth Group at Meridian Wealth Management, LLC, All Rights Reserved

Advisory services offered through Meridian Wealth Management, LLC, a SEC-Registered Investment Advisor. Insurance Services are offered through Meridian Insurance LLC. The Strategic Wealth Group at Meridian Wealth Management, LLC is a team of Investment Advisor Representatives and Insurance Agents that are properly licensed or exempt from registration in applicable jurisdictions. For additional information please visit: meridianwealthllc.com.