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Great Point Wealth Advisors, LLC Employee Directory

Investment ManagementMassachusetts, United States2-10 Employees

The firm concentrates on building investment plans that align with client needs, diversify across markets, and manage expenses, turnover, and taxes, while staying disciplined through market fluctuations. Operating as a small team within the investment management industry, it serves individuals seeking comprehensive wealth management and planning services with a client-focused approach.

Find Great Point Wealth Advisors, LLC employees' phone numbers or email addresses

Great Point Wealth Advisors, LLC Global Highlights

Location
Employees

North America
7

Minus sign iconPlus sign icon
  • United States Of America
    7

Great Point Wealth Advisors, LLC's Leadership

  • Stylized image of a person
    P. D.
    Founder & Managing Member
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. S.
    Wealth Advisor, Director Of Financial Planning
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. K.
    Director Of Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. T.
    Director Of Client Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. L.
    Director Of Client Service
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. P.
    Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. D.
    Client Service Coordinator
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. M.
    Wealth Advisor
    Phone icon
    Mobile Phone

Great Point Wealth Advisors, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Arts & Design

Contact profiles from Great Point Wealth Advisors, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    P. D.
    Founder & Managing Member
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Jun 02, 2026
  • Stylized image of a person
    M. S.
    Wealth Advisor, Director Of Financial Planning
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    May 12, 2026
  • Stylized image of a person
    B. K.
    Director Of Operations
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Jun 01, 2026
  • Stylized image of a person
    E. T.
    Director Of Client Services
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Jun 26, 2026
  • Stylized image of a person
    S. L.
    Director Of Client Service
    Phone icon
    Mobile Phone
    UNITED STATES
    Apr 07, 2023
  • Stylized image of a person
    B. P.
    Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Mar 24, 2026
  • Stylized image of a person
    K. D.
    Client Service Coordinator
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Apr 13, 2026
  • Stylized image of a person
    A. M.
    Wealth Advisor
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Great Point Wealth Advisors, LLC known for?

Minus sign iconPlus sign iconGreat Point Wealth Advisors, LLC was founded in 2008 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-617-585-****
. Explore Great Point Wealth Advisors, LLC's company overview page for more information.

What is Great Point Wealth Advisors, LLC's most common email format?

Minus sign iconPlus sign iconGreat Point Wealth Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Great Point Wealth Advisors, LLC email formats with LeadIQ.

How many employees does Great Point Wealth Advisors, LLC have currently?

Minus sign iconPlus sign iconGreat Point Wealth Advisors, LLC has approximately 6 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Great Point Wealth Advisors, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Great Point Wealth Advisors, LLC's key employees include:

  • Founder & Managing Member: P. D.
  • Wealth Advisor, Director Of Financial Planning: M. S.
  • Director Of Operations: B. K.
  • Director Of Client Services: E. T.
  • Director Of Client Service: S. L.

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