Experience Investment Innovation

Merritt Point Wealth Advisors is an advisor-led client focused independent firm. Our belief is that providing advisors with flexibility & support will allow them to create the best experience their clients. Founded in 2019, MPWA set out to become an industry outlier- providing advisors with the benefits of independence, with none of the headaches by giving advisors choices and support around how they run their practice, offering growth and acquisition strategies, training and coaching, and help with overhead costs.