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Great Point Wealth Advisors

About Great Point Wealth Advisors

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.

Min project size

50,000+

Hourly rate

50 / hr

Employees

5

Locations

United States

Year founded

Founded 2008

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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