Freedom and Flexibility for the Modern Advisor

Merritt Point Wealth Advisors was launched with the goal of redefining the standard of what it means to be a modern wealth management practice. We have created a new vision that aims to meet the needs of today’s modern advisors on top of offering you the freedom and flexibility to control and grow your own book of business.
Pave Your Own Career Path

Experience the Advantages of Independence

  • 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