CrestPoint Wealth Management

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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 through 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.

It’s football time in Tennessee! We love cheering on the Vols, and we’re ready for the big UT vs. UT showdown this weeke...
09/24/2026

It’s football time in Tennessee! We love cheering on the Vols, and we’re ready for the big UT vs. UT showdown this weekend! Go Big Orange!

We’re enjoying the school year so far and hope you are too! Knox and Shep had a little extra fun with “Anything But a Ba...
09/16/2026

We’re enjoying the school year so far and hope you are too!

Knox and Shep had a little extra fun with “Anything But a Backpack Day” — making the most of all the fun that comes with a new school year!

A little midweek look back at some weekend fun from a couple of our team members! We love getting a glimpse of what our ...
09/09/2026

A little midweek look back at some weekend fun from a couple of our team members! We love getting a glimpse of what our crew has been up to outside of the office.

Hope everyone’s having a great week so far!

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!

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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