What are the opening hours?

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

CrestPoint Wealth Management

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United States
Knoxville, TN
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.

05/28/2026

Last week, Monte and his wife Megan took a drive on the Dragon over to Tapoco Lodge for lunch. The weather was absolutely perfect — now we’re hoping for more pretty days ahead instead of all this rain!

05/25/2026

This Memorial Day, we honor and remember the brave men and women who sacrificed for our country. Wishing everyone a safe, happy, and meaningful holiday weekend!

05/14/2026

Ryan had a great few days attending a work conference, followed by a Thursday morning at the PGA Championship. A great way to wrap up the week!

05/07/2026

A great morning on the trails for Ryan and Monte as they got out for a hike and enjoyed some time outdoors. Happy Thursday!

04/23/2026

We’re excited to share that Saturday, April 25 marks CrestPoint Wealth Management’s 10-year anniversary!

Thank you to our clients for the trust you’ve placed in us to help guide your financial journey—we’re truly grateful to be part of it.

While today’s environment may feel uncertain, it’s helpful to keep a long-term perspective. Over the past decade, we’ve navigated significant challenges—from COVID to global conflicts—and
markets have continued to move forward.

On April 25, 2016, the S&P 500 closed at 2,065. As of April 17, 2026, it stands at 7,022 — an increase of more than 230%. It’s a powerful reminder of the value of staying invested and focused on long-term goals.

Thank you again for your continued confidence in our team. We’re honored to serve you and look forward to the next 10 years!

04/16/2026

Warm weather and baseball season are here. We’re enjoying this season and hope you are too!

04/09/2026

We’re excited to welcome our newest team member, Taylor Murdough, to the team as a Client Relations Assistant!

Originally from New England, Taylor relocated in 2021 with her husband, Michael, and has since made Knoxville home. She brings a strong background in Medical Office Administration, along with a genuine passion for marketing and building meaningful relationships.

Outside of work, Taylor is an avid reader who enjoys attending author signings and participating in several book clubs in Knoxville. On the weekends, you’ll likely find her soaking up the sunshine with her husband, a good book in hand.

Please join us in giving Taylor a warm welcome—we’re thrilled to have her on board!

04/02/2026

Join us in wishing Ryan a very happy birthday!

He celebrated over the weekend with a golf trip to Southern Pines, North Carolina, enjoying time with friends and a well-deserved round of golf!

03/26/2026

Monte and his daughter Josie drove 240 miles in North Carolina, taking on the Tail of the Dragon together—an unforgettable ride and even better memories!

03/19/2026

Spring break was well spent at CrestPoint! Time with family was a gift, and Monte’s crew even made it to Atlanta. Hope everyone had a great break!

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

Website

http://www.crestpointwealth.com/

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