Process Walkthrough & Timeline

Introduction Content Image

First Meeting - Intro & Discovery

Our first meeting will focus on mutual discovery beyond just investments. We'll learn about the particulars of your situation before sharing how we align investments with your values & goals.
Desk with phone and laptop

Review & Analysis

Merritt Point deeply analyzes your existing portfolio through the lens of the latest investment technology & our decades of experience in the wealth management industry. We assess for blind spots as well as opportunities to develop a plan for you and only you.
Financial Avisors hands on a conference table

Second Meeting - Plan Presentation

In the second meeting, Merritt Point will present where our specializations can help you in your financial life. From your core investments, to tax efficient strategies, to estate & wealth transfer, the custom plan we present will be based on your goals and objectives.
financial advisor consulting with clients

Agreement & Implementation

After customizing and refining your plan, Merritt Point coordinates, consolidates, & implements strategies striving to enrich your life by helping you to achieve your goals.
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.

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