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Great Point Wealth Advisors, LLC Overview
Type
Family Office - Multi
Year Founded
2008
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
Website:
Website:
http://www.greatpointwealth.com
Year Founded:
2008
Open To Secondaries:
Open To First Time Funds:
Institution Type:
Family Office - Multi
Primary Contact:
Title:
Email:
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