A New Vision

Merritt Point Wealth Advisors strives to redefine the standard of what it means to be a modern wealth advisor. Merritt Point has created a new vision that aims to meet the needs of today’s modern advisors on top of offering advisors the freedom and flexibility to control and grow their own book of business.


By nature financial advisors are entrepreneurial. They should not have to compromise on quality or opportunity when making career decisions. Merritt Point provides advisors with the support, structure and resources they need to run & grow their practices, improve the quality of service for their clients, and create long-term value in their business.

Making it Easy

Merritt Point provides the infrastructure so that advisors can remain focused on their clients & building their business:

  • Supported Compliance & Supervision
  • Staff Management 
  • Office Buildouts & Lease Costs
  • Technology Support
  • Expense Management

Experience the Difference Independence Can Offer

  • Sign-on Bonus
  • Tax Saving Flexibility/1099 Income
  • Remote Access & Locations
  • Asset Gathering Marketing Strategies
  • Managed Portfolio Customization/Support/Modeling
  • Books to Purchase (financing available)
  • Retirement Plan Buyout Plan Packages (financing available)
  • Succession Planning
  • Business Development
  • Marketing & Technology Support
  • Access to HR Benefits including:
    • Health
    • Dental
    • 401k
    • Health Savings Account
    • Vision

Wells Fargo Advisors Financial Network and Merritt Point Wealth Advisors are not legal or tax advisors. You should consult with your attorney, accountant and/or estate planner before taking any action

More Choices to Offer

When advisors join Merritt Point, they have access to a wide variety of vehicles & tools at their disposal:

  • Custody and Clearing
  • Online Services
  • Market Data and Research
  • Advisory & Discretionary Programs
  • Equity, Fixed Income, and Syndicate Offerings
  • ETFS, Mutual Funds, and UITS
  • Alternative Investments
  • SMAS
  • Annuities 
  • Insurance
  • Access to Lending Services Through Wells Fargo Affiliates
  • Donor Advised Funds