Investing Insights To Help Give You An Edge
We'll gladly plant our flag in believing data can make all the difference — especially when it comes to portfolio performance. The thing is, you probably don't have the time (or desire) to wade through the volume of information out there.
That's why every so often, we hold free presentations and webinars to give you the lowdown on what we think is essential for you to know.
And if you still want more, we publish The Merritt Point Minute, filled with economic commentary and filtered through our proprietary findings.
Our Commentary
Our News
Anthony D’Ambrosio named one of the Forbes 2026 Top Wealth Advisors Best-In-State for Connecticut
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Merritt Point Wealth Advisors lands advisors with over 1B in Q1, announces addition of $550MM team to Greenwich, CT location
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Merritt Point Wealth Advisors Announces Expansion into Houston with Addition of Veteran Financial Advisor
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Press Release for Driftwood-
November 2025
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Sheila Spicehandler of Merritt Point Wealth Advisors Named to Nasdaq Advisor Council
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Jason Andrews and Ross Bauer named to AdvisorHub’s 2025 “Advisors to Watch 200 Advisors over $1 Billion” list
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Million Dollar Advisor Joins Merritt Point Wealth Advisors Partners in Plano, Texas
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Press Release: Willow Bend Wealth Management, a $300 million Texas Practice Joins Merritt Point Wealth Advisors -
July 2025
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3 Keys for nurturing Next-Gen Talent – read Ross Bauer’s article for AdvisorHub
READ MORE2026 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.
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 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 200 Advisors over $1Bil ranking is a subcategory of the AdvisorHub 2025 Advisors to Watch rating and does not denote an additional rating. 1974 wealth managers were considered for the rating; 1000 (50.6% of candidates) were named 2025 AdvisorHub Advisors to Watch.
