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.

Wealth Managers
Start Here
Start Here

Who We Serve

Read more about C-Suite Exec services

C-Suite Execs

Read more about Non-Profit & Endowments services

Non-Profits and Endowments

Our expanding list of clients is as diverse as the wealth managers who serve them. Odds are if you have investible assets and high expectations for how you deserve to be treated, our partnerships might prove promising.

Read more about Business Owner services

Business Owners

Read more about Supreme Earners services

Supreme Earners

Read more about Trust services


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:

Flexibility In Your Business Operations
Robust Support for Unlocking Your Potential
Strong Enterprise Value in Your Business
Merritt Point Wealth Advisors 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.

charts overlaying an image of two co-workers pointing at a laptop

Merritt Point Minute -
April 2024

Thank you to our team, clients, and partners for your support over the last 5 years!

hand holding tablet with virtual charts and graphs

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.

charts overlaying hands working on a laptop

Merritt Point Minute -
September 2023

The latest economic commentary, a reminder about Required Minimum Distributions, a noteworthy recognition for Jason Andrews and much more.


Award-Winning Excellence

We aren't in this for trophies, but we welcome the recognition that comes from our daily determination to become better.

Award - Forbes 2024 Best-in-State Wealth Management Teams List
Award - Forbes 2023 Top Woment Wealth Advisors
Award - Jason Andrews AdvisorHub - 2023 Advisors to Watch

Your Future Could Be Brighter.

We have the tools and talent to help make it happen.