Merritt Point Wealth Advisors

Merritt Point Wealth Advisors is a new age wealth management practice striving to define the standard of modern investing. As an independent practice, we specialize in providing today’s modern investors with an all-encompassing, client-centric approach to wealth and investment management. Our team of financial advisors deploys more than 85 years of combined investment experience, guiding clients through the complexities of wealth management. Merritt Point Wealth Advisors is located in Old Greenwich, Connecticut, and serves affluent investors across the country. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Merritt Point Wealth Advisors is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social. This information is intended for use only by residents of AL, AZ, CA, CO, CT, DE, FL, GA, IL, KY, LA, MA, MD, MN, MO, MT, NC, NH, NJ, NV, NY, OH, PA, SC, SD, TN, TX, VA, VT, WA, WY. [CAR-0222-01109]