Meridian Wealth Management, LLC - Tucson, AZ
Meridian Wealth Management, LLC - Tucson, AZ is a financial consultant serving Tucson, AZ.
About Meridian Wealth Management, LLC - Tucson, AZ
Meridian Wealth Management, LLC is a financial consulting and wealth management firm serving Tucson, Arizona. The firm's Tucson presence is presented through its local team, client services, investment advisors, and consultation resources. Meridian Wealth Management operates as a Registered Investment Advisor, with advisory services offered through Meridian Wealth Management, LLC.
The Tucson office includes professionals working across wealth management advising, portfolio analysis, relationship management, and operations. The local team listed by the firm includes Natalie Fernandez, Partner and President of Meridian Wealth Management West; Jake Blumenthal, Wealth Management Advisor and Portfolio Analyst; Megan Grotkier, FPQP®, Relationship Manager; Shawn A. Best, M.S., CFP®, Senior Wealth Management Advisor; Bruce Ward, CFP®, Senior Wealth Management Advisor; Sergio V. Ortiz, Wealth Management Advisor; Roxy Borquez, Relationship Manager; Bryce Coward, CFA, CFP®, CIO and Senior Wealth Management Advisor; Valerie Farris, Senior Relationship Manager; David Furmanski, CEPA®, CRPC®, Wealth Management Advisor; and Kelly Tesi, Executive Assistant.
Meridian's website organizes its client resources around several stages of the advisory relationship. These include information about becoming a new client, client services, investment advisors, operations, and requesting a consultation. The firm also provides access to a client login and promotes a weekly economic update. These resources reflect a practice structured to support ongoing communication as well as the initial process of exploring advisory services.
The Tucson office also highlights educational and community-oriented activities. Its local website section includes a virtual office tour, an introduction to the Tucson advisors, information about community impact, a young investors educational presentation, and a retirement income workshop sign-up. The available source material does not provide additional details about the format or content of those programs, but their inclusion shows that the Tucson office offers more than a basic contact point for the firm.
Meridian Wealth Management's Tucson team serves clients from its Tucson location and is part of a broader firm with offices listed in several states, including Arizona, Kentucky, Florida, Texas, California, and Louisiana. Prospective clients can begin by requesting a consultation through the firm's website and selecting Tucson, Arizona as the office location. Visitors can also review the Tucson team and the firm's client resources before getting started.