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Great Point Wealth Advisors
Great Point Wealth Advisors was established in 2008 by Peter V. Disch, Jr. The firm functions as a multi-family office serving clients across the United States...
Great Point Wealth Advisors
Great Point Wealth Advisors was established in 2008 by Peter V. Disch, Jr. The firm functions as a multi-family office serving clients across the United States with coordinated wealth services. The firm allocates across public equities, fixed income, and private fund investments. Holdings include positions in ETFs such as AEMB and HTRB. It maintains custody relationships with Fidelity Brokerage Services and National Financial Services. Geographic focus remains North America. The firm employs five professionals and participates in advisor networks including Forbes Best-In-State Wealth Advisors and Worth Leading Advisors. Peter Disch has appeared on the Forbes list since 2019. The firm also maintains relationships with the Essex County Community Foundation and the YMCA of the North Shore. Great Point Wealth Advisors structures its services around individualized mandates for each client family rather than standardized fund products.
General information
Firm type
Multi Family Office
Year founded
2008
Location
Region
North America
Country
United States
City
Boston
Corporate office
1 International Pl, Boston, MA 02110, United States
Principals
Peter V. Disch, Jr.
Founder and Managing Member
Matthew Schroeder
Wealth Manager
Sector focus
Frequently asked questions
Who runs investment decisions at Great Point Wealth Advisors?
Peter V. Disch, Jr. serves as founder and managing member. Matthew Schroeder acts as wealth manager and participates in external advisor committees.
Does Great Point Wealth Advisors participate in fund commitments or only direct deals?
The firm offers private fund investments to clients alongside public market holdings. It maintains a listed private fund strategy with standard management and performance fees.
Where does the underlying wealth come from?
The firm serves affluent individuals and related entities. No specific industry source for client wealth is publicly disclosed.
What investment stages does Great Point Wealth Advisors typically target?
The firm focuses on portfolio construction for existing wealth rather than early-stage venture or growth equity.
Does Great Point Wealth Advisors maintain philanthropic structures?
The firm advises on donor-advised funds through Charles Schwab and supports the Essex County Community Foundation as a professional advisor.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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