GREAT POINT WEALTH ADVISORS

Once accumulated, wealth provides freedom from third-party sources of income. Most call this retirement, but we think of it as financial independence, regardless of what you choose to do next. We help protect and grow assets while generating income for expenditures along the way... When personal wealth exceeds the amount needed for lifetime spending and the remainder is intended for future generations and/or philanthropic endeavors, Great Point helps clients plan an efficient transfer with intergenerational consulting, tax avoidance, and estate administration services... We maintain an extensive network of professionals from complementary industries. We are happy to work with your existing provider(s) and/or make introductions to others within our network.

Also known as: Great Point Wealth Advisors, LLC

Primary location: Boston United States