Building wealth requires a plan covering systematic saving, thoughtful portfolio management, tax planning, risk/insurance consulting, and a network of complementary professionals working together toward a common outcome. Great Point coordinates and manages all of these for our clients. Once accumulated, wealth provides freedom from third-party sources of income.
Most call this retirement, but we think of it as financial independence, regardless of what you choose to do next. We help protect and grow assets while generating income for expenditures along the way.
Most call this retirement, but we think of it as financial independence, regardless of what you choose to do next. We help protect and grow assets while generating income for expenditures along the way.
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Peter Disch, CFP is the Founder and Managing Member of Great Point Wealth Advisors and works closely with his clients on asset allocation, tax management, estate planning and income generation. Matt Schroeder, CFP is a Wealth Advisor and the Director of Financial Planning at Great Point Wealth Advisors.
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