Willow Bend Wealth Management

of Merritt Point Wealth Advisors | Timeless Wisdom, Flexibility, Resilience

Dedicated Experts with the Strength of the Willow

WITH QUIET MAJESTY, the willow can grow to be one of the biggest trees in the forest. Simultaneously, it can also withstand the fiercest storms. Willow Bend Wealth Management was founded on a similar promise to our clients. Through personalized attention and financial advice, we help you take deeper roots in your goals & dreams before partnering with you on the journey to realizing them. It’s a flexible-yet-durable approach designed to help you get the most out of life while bending – not breaking – when storms threaten your stability. It’s a flexible-yet-durable approach designed to help you get the most out of life while navigating whatever storms in life come your way.
Willow Bend Team

About Us

We will strive to empower you through customized, goal-oriented investment strategies. Long-term relationships are built on the trust we aim to earn through integrity, hard work and service.

Tree Rings

Our Investment Strategy

Investing is a long-term process, not a series of short-term events. Willow Bend Wealth Management recognizes and addresses the complex issues raised by significant wealth. Including: Preservation strategies for assets, liquidity concerns and risk management, charitable and philanthropic pursuits, strategies for retirement and education funding and wealth transfer and leaving a legacy.
Willow Tree

Newsletters

Review our financial newsletters for helpful information on a wide variety of topics.

Willow Tree

Our Partnership with Merritt Point Wealth Advisors

Our partnership with Merritt Point Wealth Advisors helps enable us to offer our clients scalability, collaboration and support. This is paramount to providing innovative strategies and the focus required to deliver what’s best for each family we serve.

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Willow Bend Wealth Management of Merritt Point Wealth Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AL, AZ, CA, CO, DE, FL, GA, IA, KS, MI, MT, NC, NJ, NM, NY, TN, TX, UT, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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