Team of Differentiators

Merritt Point understands a modern approach to wealth management demands diversity of thought & industry specialization. We’ve never met two people with the same needs, which is why we offer both robust management and comprehensive planning services for our clients. True differentiation means taking contrasting views and synthesizing them into a client-centric plan. Every advisor in the Merritt Point family is given a seat at the table because every perspective is valid when building a better plan.

Wealth Management

  • Cash Management
  • Core Investments
  • Alternative Investments
  • Money Manager Access
  • Busniess Retirement Plans

Wealth Efficiencies

  • Cash Management
  • Expense Budgeting
  • Liquidity Management
  • Savings Strategy
  • Liability Management
  • Tax Efficient Strategies

Wealth Planning

  • Retirement Income
  • Executive Compensation Education
  • Insurance
  • Estate & Wealth Transfer
  • Legacy & Gifting
Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.