GREAT POINT WEALTH ADVISORS, LLC

Overview

Great Point Wealth Advisors, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and in business since 2009. The firm is individually owned and positions itself as a capital allocator that serves both high-net-worth individuals and family clients as well as institutional and business accounts. Its advisory offering centers on financial planning and discretionary portfolio management for individuals, small businesses and institutions, and includes the selection and oversight of third‑party managers. Fee arrangements are a mix of percentage-of-assets, hourly charges and fixed fees, reflecting a hybrid service model that can accommodate ongoing investment management or project-based planning work. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Great Point reports an industry affiliation with accounting professionals, suggesting coordination with tax or accounting advisors is part of its client service model.

Assets & Accounts

Public Holdings

Investments & Alternatives