Beth Cutler
President

Beth F. Cutler is Founder and President of Merritt Point Wealth Advisors and has forty years of experience working with executives and affluent families. Beth’s practice has over $1.7 billion under management as of August 1, 2024. In 2024, Forbes awarded Beth “2024 Forbes Top Women Wealth Advisors Best-in-State*”.  In 2024, Forbes also awarded Merritt Point Wealth Advisors “2024 Forbes Best-in-State Wealth Management Teams”.  Beth helps clients and their families plan their financial goals while taking into consideration their income needs, tax-efficient investing strategies, and wealth transfer objectives. Beth works very closely with clients’ tax advisors and estate attorneys in order to provide comprehensive planning strategies. In many instances, Beth advises three generations of a family. She believes a strong moral compass and commitment to integrity have earned her many referrals. Beth strives to continue building an excellent reputation for helping clients achieve their long-term financial goals while developing client relationships for life.

Beth oversees Merritt Point’s Transitional Planning Services—helping clients plan for retirement, job change, or finances related to divorce or death in the family. She has developed an in-depth planning process so that she and our practice’s professionals can reach a detailed understanding of our client’s personal and financial lives before putting a holistic plan into action. This process includes an analysis of income, liability management, insurance, annuities, and stock options. Beth and her team further delve into the titling of assets, beneficiaries, and wealth transfer plans.

Part of Beth’s core mission is empowering women with financial information. She often hosts lectures for women on investment planning and financial independence.  Prior to founding Merritt Point Wealth Advisors, Beth co-founded Cutler and Andrews Financial Group of UBS in 2003 to provide investment advisory services. In 2008, Cutler and Andrews Financial Group moved to Wells Fargo Advisors Financial Network as Cutler Andrews Capital Management before rebranding to Merritt Point Wealth Advisors in the fall of 2020. Beth’s extensive forty year experience includes Senior Vice President-Investment Officer and Fundamental Choice Portfolio Manager at Wells Fargo Advisors, Vice President-Investments at UBS Financial Services, Director at AIG Trading Group at American International Group, Vice President at Morgan Stanley and Co., and a Money Market Trader at Shearson/American Express.

Beth is a very active member of numerous alumnae groups from Mount Holyoke College. Beth is President of Mount Holyoke Club of Palm Beach, which she re-launched in February 2018. Beth is also Chairperson of the Advisory Board of Mount Holyoke’s Art Museum.

Since her arrival in Greenwich in 1991, Beth has been an active member of Temple Sholom and has served for many years as a Trustee on the Board, the Executive Board, and as Head of the Education Committee. Beth has also served as Treasurer of Temple Sholom and on their Finance Committee. Beth remains active in Temple Sholom’s Sisterhood. On January 27, 2018, Beth was awarded Temple Sholom’s “Woman of Valor” award “in recognition of her strength, determination, and ongoing commitment. Beth also serves on the Board of Jewish Family Services in Greenwich

Beth is a graduate of Mount Holyoke College in South Hadley, MA, with a B.A in English Literature. She resides in Greenwich, CT and in Palm Beach, FL, with her husband Marc and has two adult children.

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 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.

The 2018 “Woman of Valor Award” by Temple Sholom was bestowed by the Temple Sholom as a result of community efforts, unrelated to the business of the firm.

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 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.

CA Insurance License Number 0M78247, Resident State CT

1700 East Putnam Avenue, Suite 200, Old Greenwich, CT 06870

P: 203-344-2400

[email protected]

merrittpointwealthadvisors.com