Merritt Point Wealth Advisors

Merritt Point Wealth Advisors is an independent firm based in Old Greenwich, CT, offering a modern approach to wealth management. Founded in 2019, they provide advisors with flexibility and support to create the best experience for their clients, offering growth strategies, training, and help with overhead costs.

With a focus on investment innovation, Merritt Point Wealth Advisors aims to be an industry outlier, providing advisors with the benefits of independence without the associated headaches. Their advisor-led approach and commitment to client satisfaction set them apart in the financial services industry.

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