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.