# Great Point Wealth Advisors

Great Point Wealth Advisors is a Multi Family Office based in Boston, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Boston, United States
- **Region:** North America
- **Address:** 1 International Pl, Boston, MA 02110, United States
- **Founded:** 2008
- **Assets under management:** 628 (Altss estimate)
- **Website:** greatpointwealth.com
- **LinkedIn:** https://www.linkedin.com/company/great-point-wealth-advisors-llc

## About

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.

## Sectors

- Wealth Management
- Financial Planning

## People

- Peter V. Disch, Jr. — Founder and Managing Member
- Matthew Schroeder — Wealth Manager

## 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.

### 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.

## Related profiles

- [March Private Equity](https://altss.com/profile/march-private-equity)
- [Harris Barton Asset Management](https://altss.com/profile/harris-barton-asset-management)

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Last updated: 2026-08-10T15:54:10.904Z

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