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.
Start Here
Start Here
Who We Serve
Wanted: Tomorrow's Trailblazers
Every day, we strive to reimagine the standard of what a modern wealth manager needs.
Our practice prioritizes collaboration, which we believe makes us a sensible choice for advisors that value independence.
Joining our team provides access to:
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.
Award-Winning Excellence
We aren't in this for trophies, but we welcome the recognition that comes from our daily determination to become better.
Anthony D’Ambrosio - Executive Managing Director, Partner Wealth Advisor - Senior PIM Portfolio Manager - named one of the Forbes 2026 Top Wealth Advisors Best-In-State for Connecticut.
2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors 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.
Ross Bauer - Founder, COO - 2025 AdvisorHub Advisors to Watch: Awarded June 2025; Data compiled by AdvisorHub based on the time period from 12/31/23 - 12/31/24 (Source: AdvisorHub).
The AdvisorHub 2025 Advisors to Watch (A2W) rating produced by AdvisorHub 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 2025 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 2025 AdvisorHub Advisors to Watch. Fee paid for use of marketing materials.
Jason Andrews - Founder, CEO - 2025 AdvisorHub Advisors to Watch: Awarded June 2025; Data compiled by AdvisorHub based on the time period from 12/31/23 - 12/31/24 (Source: AdvisorHub).
The AdvisorHub 2025 Advisors to Watch (A2W) rating produced by AdvisorHub 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 2025 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 2025 AdvisorHub Advisors to Watch. Fee paid for use of marketing materials.
Ross Bauer - Founder, COO - 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. Fee paid for use of marketing materials.
Jason Andrews - Founder, CEO - 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. Fee paid for use of marketing materials.
Your Future Could Be Brighter.
We have the tools and talent to help make it happen.