ArchPoint Wealth Advisors

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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

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Advisors

Advisor photo for Neil Walters

Neil Walters

CFP®, AAMS®

Private Wealth Advisor

Chief Executive Officer of ArchPoint Wealth Advisors
Visit Neil Walters's website
Advisor photo for Laura Mitchell

Laura Mitchell

Associate Financial Advisor

Practice Manager
Visit Laura Mitchell's website
Advisor photo for Jared Barnes

Jared Barnes

Associate Financial Advisor

Visit Jared Barnes's website
Advisor photo for Trent LaMonica

Trent LaMonica

CFP®, APMA®, CEPA®

Financial Advisor

Visit Trent LaMonica's website
Advisor photo for Thomas Ballard

Thomas Ballard

APMA®

Financial Advisor

Visit Thomas Ballard's website


Team

Kelly Putnam

Kelly Putnam

Client Service Coordinator

Michelle Walters

Michelle Walters

Marketing Director,

Event Planner