ArchPoint Wealth Advisors

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.

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Team photo for ArchPoint Wealth Advisors
Team photo for ArchPoint Wealth Advisors

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Advisors

Neil Walters

CFP®, AAMS®

Private Wealth Advisor

Chief Executive Officer of ArchPoint Wealth Advisors
Visit Neil Walters's website

Laura Mitchell

Associate Financial Advisor

Practice Manager
Visit Laura Mitchell's website

Jared Barnes

Associate Financial Advisor

Visit Jared Barnes's website

Trent LaMonica

CFP®, APMA®

Financial Advisor

Visit Trent LaMonica's website

Thomas Ballard

Financial Advisor

Visit Thomas Ballard's website


Team

Kelly Putnam

Kelly Putnam

Client Service Coordinator

Michelle Walters

Michelle Walters

Marketing Director,

Event Planner