ArchPoint Wealth Advisors

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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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 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
Advisor photo for Jared Barnes

Jared Barnes

Associate Financial Advisor

Visit Jared Barnes's website
Advisor photo for Laura Mitchell

Laura Mitchell

Associate Financial Advisor

Practice Manager
Visit Laura Mitchell's website


Team

Kelly Putnam

Kelly Putnam

Client Service Coordinator

Michelle Walters

Michelle Walters

Marketing Director,

Event Planner