Overview

great point wealth advisors, llc

Information by Research TrustFinance

https://greatpointwealth.com/

Great Point Wealth Advisors is an independent financial advisory firm headquartered in Boston, MA. As a fiduciary, the company is legally and ethically bound to act in its clients' best interests. It specializes in delivering customized wealth management solutions, including financial planning, investment management, and estate planning, primarily for high-net-worth individuals, families, and institutions. The firm was founded on the principle of providing objective, client-centric advice free from the conflicts of interest often found in larger financial institutions.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service