Business Details
10 Years
experience
Your Trusted Partner for Comprehensive Financial Planning Solutions
Great Point Wealth Advisors specializes in comprehensive financial planning and wealth management services tailored to clients at various stages of wealth accumulation. Our approach integrates systematic saving strategies, portfolio management, tax optimization, and risk consulting to build and preserve wealth over time. With expertise in both retirement planning and intergenerational wealth transfer, we coordinate with a network of professionals to deliver holistic solutions. Our team of certified financial planners works closely with clients to develop personalized strategies aligned with their unique goals and life circumstances. 
Services
Wealth Management
Retirement Planning
Investment Management
Estate Planning
Tax Optimization
Portfolio Management
Risk Consulting
Intergenerational Wealth Transfer
Details
- Year established: 2016
Highlights and features
- We offer comprehensive financial planning tailored to unique client needs
- Our team includes CFP-certified advisors with extensive industry experience
- We coordinate with a network of complementary financial professionals
- We provide access to institutional-grade investment managers
- We maintain transparent custodial relationships with leading financial institutions
Associations and certifications
- SEC Registered Investment Adviser
Services
Wealth Management
Our wealth management services provide comprehensive strategies for growing and preserving assets across all wealth stages. We develop customized plans that integrate investment management, tax optimization, and risk mitigation. Our approach focuses on aligning financial resources with personal goals while maintaining flexibility for changing circumstances.
Retirement Planning
We help clients achieve financial independence through personalized retirement planning strategies. Our services include income projections, portfolio optimization, and tax-efficient withdrawal strategies. We focus on creating sustainable income streams while maintaining capital preservation through diversified investment approaches.
Estate Planning
Our estate planning services ensure efficient wealth transfer to future generations while minimizing tax liabilities. We coordinate with legal professionals to implement advanced estate planning techniques. Our approach includes trust structures, charitable giving strategies, and intergenerational wealth management solutions.
Investment Management
We offer institutional-quality investment management services tailored to individual risk profiles and financial goals. Our strategies utilize diversified portfolios across global markets with leading asset managers. We continuously monitor and rebalance portfolios to maintain alignment with client objectives and market conditions.
Tax Optimization
Our tax optimization services focus on minimizing tax liabilities through strategic planning and investment selection. We implement tax-efficient investment vehicles and coordinate with accounting professionals. Our approach considers both current tax savings and long-term tax implications across all wealth management strategies.
People
Peter V. Disch, Jr.
Founder & Portfolio Manager
Certified Financial Planner with over 20 years of experience in wealth management. Specializes in portfolio construction and investment strategy. Holds Series 65 license and serves as managing member of the firm.
Matthew D. Schroeder
Wealth Advisor
CFP professional focusing on financial planning and client education. Develops customized strategies for cash flow optimization and retirement planning. Brings expertise in executive compensation planning and tax-efficient investing.
Brandon P. Parker
Wealth Advisor
Certified Financial Planner specializing in holistic financial planning processes. Provides guidance on wealth transfer strategies and business retirement plans. Serves clients from both Boston and Danvers offices with personalized financial solutions.
Lydia D. Moore
Director of Compliance
Compliance expert with decade of experience in financial regulation. Oversees firm compliance programs and cybersecurity protocols. Former founder of LDM Advisory Services with specialized knowledge in regulatory frameworks for investment advisors.
Elizabeth N. Thomas
Director of Client Service
Client service leader with 20 years in wealth management. Manages client relationships and coordinates service delivery. Holds business administration degree from Endicott College and focuses on exceptional client experience.
Questions
What types of clients do you work with?
We serve clients across the wealth spectrum from emerging to generational wealth, including professionals, retirees, and business owners nationwide.
How are investment decisions made?
We use a research-driven approach selecting from institutional-grade managers while maintaining diversified portfolios tailored to individual risk profiles and financial goals.
How often are portfolios reviewed?
Portfolios receive continuous monitoring with quarterly performance reviews and rebalancing as needed based on market conditions and client circumstances.
What planning services are included?
Our comprehensive planning covers cash flow optimization, tax strategies, estate planning, retirement income projections, and intergenerational wealth transfer.
How are accounts custodied?
Client assets are held at third-party custodians including Fidelity Investments, Charles Schwab, and TIAA-CREF with direct client reporting and limited power of attorney for management.
What is your investment philosophy?
We believe in long-term, globally diversified portfolios with strategic asset allocation that evolves with client needs and market environments while minimizing unnecessary transactions.
