A New Vision for An Ideal Reality
Merritt Point Wealth Advisors was founded to aim our sights to the stratosphere, re-envisioning what can be manifested. Our ambition is to exceed what today's investors expect by pairing them with ambitious wealth managers who wield topline technology to resist the status quo.
How We're Different
We believe that new-edge fintech placed in the hands of ambitious advisors can transform the lives of those who use it — and those they serve.
Start Here
Start Here
Who We Serve
Wanted: Tomorrow's Trailblazers
Every day, we strive to reimagine the standard of what a modern wealth manager needs.
Our practice prioritizes collaboration over a cut-throat mentality, which we believe makes us a sensible choice for advisors that value independence.
Joining our team provides access to:
Experience Different.Experience Merritt Point.
Have a Minute?
If not, make time.
The Merritt Point Minute, our quarterly publication, is written with the insights and details we believe every investor should know.
Merritt Point Minute -
April 2024
Thank you to our team, clients, and partners for your support over the last 5 years!
READ MORE (PDF)
Merritt Point Minute -
December 2023
Gratitude, warm wishes and our thoughts on what the Fed's latest public remarks mean for interest rates heading into 2024.
READ MORE (PDF)
Merritt Point Minute -
September 2023
The latest economic commentary, a reminder about Required Minimum Distributions, a noteworthy recognition for Jason Andrews and much more.
READ MORE (PDF)Award-Winning Excellence
We aren't in this for trophies, but we welcome the recognition that comes from our daily determination to become better.
The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
The Forbes Best-in-State Wealth Advisors rating algorithm based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
The AdvisorHub 2023 Advisors to Watch rating producted by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria from December 31, 2021 to December 31, 2023. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. https://lnkd.in/gS7nAaAz Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Merritt Point Wealth Advisors is a separate entity of WFAFN.
Your Future Could Be Brighter.
We have the tools and talent to help make it happen.