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.
Merritt Point Wealth Advisors - Headquarters

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CT, FL, GA, KY, MA, NC, NH, NJ, NY, PA, SC, SD, TX, VA, VT, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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