Beth Cutler is Founder and President of Merritt Point Wealth Advisors. Beth has nearly forty years of experience working with executives and affluent families. She helps clients and their families plan their financial goals while taking into consideration their income needs, tax-efficient investing strategies, and wealth transfer objectives. Beth works very closely with clients’ tax advisors and estate attorneys in order to provide comprehensive planning strategies. In many instances, Beth advises three generations of a family. Her strong moral compass and commitment to integrity have earned her many referrals. Beth has built an excellent reputation for helping clients achieve their long-term financial goals while developing client relationships for life.
Beth oversees Merritt Point’s Transitional Planning Services—helping clients plan for Retirement, Job Change, or finances related to divorce or death in the family. She has developed an in-depth planning process so that she and our practice’s professionals can reach a detailed understanding of our client’s personal and financial lives before putting a holistic plan into action. This process includes an analysis of income, liability management, insurance, annuities, and stock options. We further delve into the titling of assets, beneficiaries, and wealth transfer plans.
Part of Beth’s core mission is empowering women with financial information so that they can take control of their financial lives. She often hosts lectures for women on investment planning and financial independence. Click here to learn more about how Beth empowers and serves female investors.
Prior to founding Merritt Point Wealth Advisors, Beth co-founded Cutler and Andrews Financial Group of UBS in 2003 to provide investment advisory services. In 2008, Cutler and Andrews Financial Group moved to Wells Fargo Advisors Financial Network as Cutler Andrews Capital Management before rebranding to Merritt Point Wealth Advisors in the fall of 2020. Beth’s extensive forty-year experience includes Senior Vice President- Investment Office and Fundamental Choice Portfolio Manager at Wells Fargo Advisors Financial Network, Vice President- Investments at UBS Financial Services, Director at AIG Trading Group at American International Group, Vice President at Morgan Stanley and Co., and a Money Market Trader at Shearson/American Express.
Beth is a very active member of numerous alumnae groups from Mount Holyoke College. Beth often hosts events with the President of the College, Sonya Stephens. She is a member of Mount Holyoke’s Business and Finance Executives (New York City), Treasurer of Mount Holyoke Club of Fairfield Villages, and President of Mount Holyoke Club of Palm Beach, which she re-launched in February 2018. Beth is also on the Board Mount Holyoke’s Art Museum.
Since her arrival in Greenwich in 1991, Beth has been an active member of Temple Sholom and has served for many years as a Trustee on the Board, the Executive Board, and as Head of the Education Committee. Beth has also served as Treasurer of Temple Sholom and on their Finance Committee. Beth remains active in Temple Sholom’s Sisterhood. On January 27, 2018, Beth was awarded Temple Sholom’s “Woman of Valor” award “in recognition of her strength, determination, and ongoing commitment."
Beth serves on the Board of Jewish Family Services in Greenwich, is a Voting Member on the advisory board of Shelter Our Strays and the American Jewish Committee. Beth is very involved with the Women’s Division of UJA Greenwich. She has served as a past volunteer at Greenwich Adult and Continuing Education, Brunswick School and Greenwich Academy.
Beth is a graduate of Mount Holyoke College in South Hadley, MA, with a B.A in English Literature. She resides in Greenwich, CT and in Palm Beach, FL, with her husband Marc and has two adult children- Philip and Caroline.
Merritt Point Wealth Advisors is not a legal or tax advisor.
CA Insurance License Number: 0M78247. Resident State CT.