Great Point Wealth Advisors, LLC

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Great Point Wealth Advisors, LLC Overview

Type
Multi Family Office
Year Founded

General Information

Great Point Wealth Advisors, LLC is a multi-family office headquartered in Boston, United States. Founded in 2008, the firm stems from founder Peter Disch’s career in investment advisory and wealth management. It offers financial planning, portfolio construction, tax and estate strategy, and family governance solutions to affluent individuals and related entities across the United States—delivers goal-aligned planning and investment management.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
02110, Boston, Massachusetts, US, 1 International Pl

Portfolio & Notable Allocations

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