Merritt Point Wealth Advisors
Welcome to Wealth Management.
Modernized.

"The way we've always done it" invites a stale approach —
one we're turning on its head with fresh perspectives.

A New Vision for An Ideal Reality

Merritt Point Wealth Advisors was founded to aim our sights to the stratosphere, re-envisioning what can be manifested. Our ambition is to exceed what today's investors expect by pairing them with ambitious wealth managers who wield topline technology to resist the status quo.

How We're Different

We believe that new-edge fintech placed in the hands of ambitious advisors can transform the lives of those who use it — and those they serve.

Wealth Managers
Start Here

Investors
Start Here

C-Suite Execs

Non-Profits and Endowments

Our expanding list of clients is as diverse as the wealth managers who serve them. Odds are if you have investible assets and high expectations for how you deserve to be treated, our partnerships might prove promising.

Business Owners

Supreme Earners

Trusts

Wanted: Tomorrow's Trailblazers

Every day, we strive to reimagine the standard of what a modern wealth manager needs.

Our practice prioritizes collaboration over a cut-throat mentality, which we believe makes us a sensible choice for advisors that value independence.

Joining our team provides access to:

Flexibility In Your Business Operations

Robust Support for Unlocking Your Potential

Strong Enterprise Value in Your Business

Experience Different.
Experience Merritt Point.

Have a Minute?

If not, make time.

The Merritt Point Minute, our quarterly publication, is written with the insights and details we believe every investor should know.

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Merritt Point Minute -
April 2024

Thank you to our team, clients, and partners for your support over the last 5 years!

Merritt Point Minute -
December 2023

Gratitude, warm wishes and our thoughts on what the Fed's latest public remarks mean for interest rates heading into 2024.

Merritt Point Minute -
September 2023

The latest economic commentary, a reminder about Required Minimum Distributions, a noteworthy recognition for Jason Andrews and much more.

Award-Winning Excellence

We aren't in this for trophies, but we welcome the recognition that comes from our daily determination to become better.

Award - Forbes 2024 Best-in-State Wealth Management Teams

2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams 2024 rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Award - Forbes 2024 Best-in-State Wealth Advisors

2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com).The Forbes Top Women Wealth Advisors Best-in-State 2024 rating algorithm based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Award - Ross Bauer Best-In-State wealth advisors

2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com).The Forbes Top Next-Gen Wealth Advisors Best-in-State 2024 rating algorithm based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2024 AdvisorHub Advisors to Watch: Awarded June 2024; Data compiled by AdvisorHub based on the time period from 12/31/22 - 12/31/23 (Source: AdvisorHub).

The AdvisorHub 2024 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 150 Advisors over $1Bil ranking is a subcategory of the AdvisorHub 2024 Advisors to Watch rating and does not denote an additional rating . 1987 wealth managers were considered for the rating; 1000 (50.3% percent of candidates) were named 2024 AdvisorHub Advisors to Watch.