Merritt Point Wealth Advisors
Old Greenwich, United States (US) · Finance and Banking
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Merritt Point Wealth Advisors is a Finance and Banking company based in Old Greenwich, United States (US), founded in 2019, with 20-30 employees. Merritt Point Wealth Advisors's profile is verified on Enterprise League.
Overview
Merritt Point Wealth Advisors is a Connecticut-based wealth management firm specializing in modern investment strategies for high-net-worth individuals, families, and business owners.
We provide a client-centric approach, combining decades of investment experience with cutting-edge fintech to deliver tailored solutions. Our team of experienced advisors focuses on building long-term relationships and achieving your unique financial goals.
Merritt Point Wealth Advisors differentiates itself through a commitment to collaboration, technological innovation, and a dedication to exceeding client expectations. We offer a range of services, including ultra-high-net-worth planning, tax-efficient investing, and alternative investments, all designed to help you navigate the complexities of wealth management.
Founded in 2019, Merritt Point Wealth Advisors has quickly gained recognition for its commitment to excellence, as evidenced by being named a Forbes 2026 Top Wealth Advisor Best-In-State for Connecticut and an AdvisorHub Advisors to Watch in 2025. We are proud to serve clients across the Northeast and beyond.
We provide a client-centric approach, combining decades of investment experience with cutting-edge fintech to deliver tailored solutions. Our team of experienced advisors focuses on building long-term relationships and achieving your unique financial goals.
Merritt Point Wealth Advisors differentiates itself through a commitment to collaboration, technological innovation, and a dedication to exceeding client expectations. We offer a range of services, including ultra-high-net-worth planning, tax-efficient investing, and alternative investments, all designed to help you navigate the complexities of wealth management.
Founded in 2019, Merritt Point Wealth Advisors has quickly gained recognition for its commitment to excellence, as evidenced by being named a Forbes 2026 Top Wealth Advisor Best-In-State for Connecticut and an AdvisorHub Advisors to Watch in 2025. We are proud to serve clients across the Northeast and beyond.
Contact Details
+12033442400
info@merrittpointwealthadvisors.com
Old Greenwich, United States (US), 1700 E. Putnam Ave
+5
Founded
2019
Company Type
Partnership
Employees
20-30
Categories
Services
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