Merritt Point Wealth Advisors

Merritt Point Wealth Advisors is a new age wealth management practice striving to define the standard of modern investing. The company, founded in 2019, operates with a motto "A new age wealth management practice striving to define the standard of modern investing." As an independent practice located in Old Greenwich, Connecticut, they specialize in providing today’s modern investors with an all-encompassing, client-centric approach to wealth and investment management. Their team of financial advisors deploys more than 85 years of combined investment experience to guide clients through the complexities of wealth management.

It is worth noting that investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Merritt Point Wealth Advisors is a separate entity from WFAFN. The company serves affluent investors across the country and has a restricted service area that includes 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.

As of now, there is no public information regarding the last investment or the investors involved in the last investment round for Merritt Point Wealth Advisors. The company primarily operates in the Financial Services and Wealth Management industries, aiming to offer a comprehensive and modern approach to investing for affluent clients.