Great Point Wealth Advisors, LLC
Investment Management
Boston, Massachusetts, United States
5 employees
- Employees
- 5
- Contacts
- 2
- Emails
- 2
- Phones
- 2
Great Point Wealth Advisors, LLC Overview
- Headquarters
- Boston, Massachusetts, United States
- Phone Number
- Available in AeroLeads
- Website
- www.greatpointwealth.com
- Industry
- Investment Management
- Employees
- 5
- Founded
- 2008
- Company Email
- Available in AeroLeads
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
About Great Point Wealth Advisors, LLC
Great Point Wealth Advisors is a privately owned registered investment advisor founded in 2008. Great Point Wealth Advisors empowers its clients to make informed decisions regarding their financial future. As a fiduciary advisor, we provide frequent and timely advice on issues ranging from asset allocation to estate planning, tax management to retirement planning, and many topics between. Great Point provides clients with a better investment experience by focusing on actions that add value. We create an investment plan that fits our clients’ needs and risk tolerance, structure a portfolio among the dimensions of expected returns, diversify globally, manage expenses, turnover, and taxes and remain disciplined through market dips and swings.
Great Point Wealth Advisors, LLC Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Great Point Wealth Advisors, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Elizabeth Thomas | Director of Client Service | Norwell, Massachusetts, United States |
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|
| Brandon Parker, Cfp® | Wealth Advisor at Great Point Wealth Advisors, Llc - Cfp® Professional | Boston, Massachusetts, United States |
Email
Phone
|
| Peter Disch | Founder & Managing Member at Great Point Wealth Advisors, Llc | Boston, Massachusetts, United States |
View
|
| Matthew Schroeder, Cfp® | Danvers, Massachusetts, United States |
Email
Phone
|
Employees by Management Level
Director
2 profiles
Executive
1 profile
Individual contributor
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 1 | 1 | 0 |
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