Dakota
Dakota
Book a Demo
Talk to an Expert

Great Point Wealth Advisors

EST. AUM
$725,768,485

CONTACTS
2

CLIENT ACCOUNTS
1,218

Firm Details

Metro area Boston
CRD Number 147082
Website greatpointwealth.com
Client types

Overview

Great Point Wealth Advisors is a privately owned registered investment advisor established in 2008. The firm empowers its clients to make informed decisions about their financial futures by acting as a fiduciary advisor. Great Point Wealth Advisors offers timely and relevant guidance on a range of topics, including asset allocation, estate planning, tax management, and retirement planning. By focusing on value-added actions, the firm creates tailored investment plans that align with clients' needs and risk tolerances, structures diversified portfolios, manages expenses and taxes, and maintains discipline during market fluctuations.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy