Start with where you are in your financial life
If you are considering financial planning, investment management, or tax and estate planning, use the form below to tell us where you are in your financial life and what you are working toward. Great Point Wealth Advisors provides fee-only, fiduciary guidance for individuals and families in Boston, the North Shore, and across the United States.
Great Point Wealth Advisors, LLC is an Investment Adviser registered with the United States Securities & Exchange Commission. We provide fee-only wealth management for individuals and families through coordinated financial planning, investment management, and tax and estate planning. We are fiduciaries, and our advice is required to be in your best interest. See our disclosures for important information.
Emerging wealth
You may be in this stage if you are building wealth and coordinating saving, investing, tax planning, or risk decisions. Great Point can help bring these moving pieces into a broader financial plan.
Independent wealth
This stage focuses on using accumulated wealth to support financial independence. Conversations may include portfolio management, income generation, retirement planning, and distribution decisions.
Generational wealth
Families in this stage may be focused on intergenerational planning, estate administration, tax planning, philanthropy, and coordination across family members and professional advisors.
Explore Great Point’s financial planning and wealth management services
Serving Boston, the North Shore, and beyond
Great Point is based in Boston and maintains a North Shore office in Danvers. The firm works with clients in Greater Boston, throughout the North Shore, and across the United States.
What to Expect After You Reach Out
Complete the form to tell us what you are working toward and where you would like guidance. It asks for your name and contact details, age, annual household income, total investable assets including company retirement plans, and questions or comments. These details help Great Point understand your situation and determine whether a follow-up conversation is appropriate. A follow-up conversation, when appropriate, can focus on your goals and the decisions you are considering.
Complete the contact form to start the conversation.
For important information about Great Point Wealth Advisors, including disclosures and terms, review the disclosures page.
Past performance does not guarantee future results. All investments involve risk.
"*" indicates required fields