CrestPoint Wealth Management

CrestPoint Wealth Management A wealth management company specializing in investment strategies, financial planning, and insurance

CrestPoint Wealth Management, owned by 22-year industry veteran Monte Miller, is dedicated to helping you navigate the chaos of everyday life and helping build the financial security to free you to use your time and resources how you want. Securities offered through, Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered thr

ough Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Crestpoint Wealth Management & Cambridge are not affiliated. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

Join us in wishing Monte a very Happy Birthday! We hope you had a wonderful day and wish you all the best in the year ah...
09/02/2026

Join us in wishing Monte a very Happy Birthday! We hope you had a wonderful day and wish you all the best in the year ahead. We’re so glad to have you as part of our team!

We were proud to sponsor a hole at TGS’s annual golf tournament, which raises scholarship funds for students pursuing th...
08/24/2026

We were proud to sponsor a hole at TGS’s annual golf tournament, which raises scholarship funds for students pursuing the Machining Technology program at TCAT. Ryan also had the opportunity to participate in the tournament. We’re grateful to support an event that invests in students and helps create opportunities for their future!

We hope everyone is enjoying these last few days of summer! One of our retired clients is making the most of the warm we...
08/13/2026

We hope everyone is enjoying these last few days of summer! One of our retired clients is making the most of the warm weather and enjoying some well-deserved relaxation.

School is right around the corner! We hope everyone has a great school year, and we wish all the students, teachers, and...
08/06/2026

School is right around the corner! We hope everyone has a great school year, and we wish all the students, teachers, and families the very best as they head back to the classroom.

This past weekend, Monte and Josie enjoyed a relaxing trip to Fall Creek Falls. Despite a little rain, they had a wonder...
07/30/2026

This past weekend, Monte and Josie enjoyed a relaxing trip to Fall Creek Falls. Despite a little rain, they had a wonderful time exploring the park. We hope you had a great weekend too!

Help us in wishing our intern, Maeley, a very happy belated 21st birthday! We’re grateful to have you as part of our tea...
07/23/2026

Help us in wishing our intern, Maeley, a very happy belated 21st birthday! We’re grateful to have you as part of our team and hope this special year is filled with joy, new opportunities, and continued success. Wishing you a wonderful year ahead!

We hope everyone had a safe and happy Fourth of July! 🇺🇸A heartfelt thank you to all who have served and continue to ser...
07/09/2026

We hope everyone had a safe and happy Fourth of July! 🇺🇸

A heartfelt thank you to all who have served and continue to serve our country. We are grateful for your sacrifice and dedication!

Our team has been enjoying time with family, making memories, and taking in all that summer has to offer. We hope you an...
07/02/2026

Our team has been enjoying time with family, making memories, and taking in all that summer has to offer. We hope you and your family are doing the same. Wishing you a safe, relaxing, and memorable summer!

This week, Ryan had the chance to attend the FIFA World Cup match between Egypt and Belgium. We're always excited to see...
06/17/2026

This week, Ryan had the chance to attend the FIFA World Cup match between Egypt and Belgium.

We're always excited to see our team enjoying memorable experiences both near and far!

06/11/2026

Happy Thursday from all of us at CrestPoint! Here’s to finishing the week strong and enjoying the days ahead. Comment below with any fun weekend plans you have!

Address

300 N Forest Park Boulevard Ste. 101
Knoxville, TN
37919

Opening Hours

Monday 8am - 5:30pm
Tuesday 8am - 5:30pm
Wednesday 8am - 5:30pm
Thursday 8am - 5:30pm
Friday 8am - 12pm

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