Investment Services

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Transitional Planning

At Merritt Point Wealth Advisors, part of our mission is to help clients through life’s changes and challenges. For nearly 20 years, we have focused on helping families and individuals navigate career changes, retirement, divorce, buying and selling real estate, dealing with death in the family, and planning for future generations.
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Investment Management

At Merritt Point Wealth Advisors, we work directly with investors to develop customized investment portfolios tailored to their specific needs and financial goals. We also offer several tailored strategies focused on growth, income, and principal preservation.

Employee and Executive Benefits and Compensation

Your benefits and compensation plans may contain a variety of options and structures for you to choose from. Our team of advisors will work with you to help you determine the combination of benefits and compensation, including stock options, deferred compensation, and divestment plans for employee stock aiming to maximize your return.

Tax-Efficient Investing

Managing your tax liabilities during retirement and for estate planning purposes can make all the difference in maintaining your desired lifestyle and minimizing estate tax obligations for loved ones after you are gone. We collaborate with your CPAs and Attorneys to create an investment plan that helps manage and protect your assets. Our team has extensive knowledge of retirement accounts, trust accounts, and insurance solutions necessary for your tax investment planning.1

Retirement Planning

Merritt Point Wealth Advisors implements a disciplined approach to investing and portfolio management strategies to help our clients achieve their retirement goals. We can help you make the most of your employer-sponsored retirement plans and IRAs, develop strategic plans that will provide you with income, capital preservation, and wealth for your future generations.

Risk Analysis

One of the first conversations we will have with a potential client is discussing their feelings toward risk in their investments. It is of the utmost importance to us that we understand our clients’ investment goals and tolerance to risk. Making sure our clients understand the risk-reward metrics of their portfolio is one of the critical aspects that we believe separates Merritt Point Wealth Advisors from other wealth managers. We want our clients to know, understand, and be comfortable with each investment they own.
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Education Funding

There are many investment options and accumulation strategies to fund your children’s education. We can help you determine the investments and strategy for your unique financial circumstances with the goal to position your children for a lifetime of success.
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Charitable Gifting

Many of our clients want to share their successes with organizations and non-profits to support causes near and dear to their hearts. Merritt Point Wealth Advisors can help you structure a plan that enables you to contribute to the organizations of your choice while enjoying the financial benefits of charitable giving.
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. Insurance products are available through non-bank insurance agency affiliates of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies. Not available in all states.