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.

Uncompromised

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

Click Here to Build Your Practice with Merritt Point Wealth Advisors

Merritt Point Wealth Advisors - Headquarters

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CT, FL, GA, KY, MA, NC, NH, NJ, NY, PA, SC, SD, TX, VA, VT, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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