Everything We Believe The Modern Advisor Wants.
And Then Some.
How many times have you thought “If only ____?”
“If only things weren't so bureaucratic.”
“If only I had more freedom.”
“If only I could do things my way.”
At Merritt Point Wealth Advisors, the only thing we're focused on is removing obstacles that stand in the way of success — especially for our advisors.
We're so committed to this ideal we've made it our mission.
For our advisors, it's the ability to control their own destiny that I think is so wonderful. They feel empowered with the resources and support we provide to develop their business in the way that's best for them and their clients.
Ross Bauer, Founder, COO
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Embrace The Change
Learn more the opportunities that await you here and how we'll make your transition to modern wealth management easy.
The experiences discussed are specific to those associates listed and may not be representative of the experience of other associates.