Great Point Wealth Advisors, LLC Employee Directory

Q: What is Great Point Wealth Advisors, LLC known for?

Great Point Wealth Advisors, LLC was founded in 2008. Great Point Wealth Advisors, LLC operates in the Investment Management industry.

Investment ManagementMassachusetts, United States2-10 Employees

Great Point Wealth Advisors is a privately owned registered investment advisor founded in 2008. Great Point Wealth Advisors empowers its clients to make informed decisions regarding their financial future.  As a fiduciary advisor, we provide frequent and timely advice on issues ranging from asset allocation to estate planning, tax management to retirement planning, and many topics between.

Great Point provides clients with a better investment experience by focusing on actions that add value.  We create an investment plan that fits our clients’ needs and risk tolerance, structure a portfolio among the dimensions of expected returns, diversify globally, manage expenses, turnover, and taxes and remain disciplined through market dips and swings.

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

Great Point Wealth Advisors, LLC Global Highlights

North America
7

United States Of America
7

Great Point Wealth Advisors, LLC's Leadership

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

Contact profiles from Great Point Wealth Advisors, LLC

Name

Title

Contact Info

Location

Last Update

P. D.
Founder & Managing Member
Mobile Phone
Email
United StatesMassachusetts
Sep 17, 2025
M. S.
Wealth Advisor, Director Of Financial Planning
Mobile Phone
Email
United StatesMassachusetts
Oct 11, 2025
B. K.
Director Of Operations
Mobile Phone
Email
United StatesMassachusetts
Oct 26, 2025
E. T.
Director Of Client Services
Mobile Phone
Email
United StatesMassachusetts
Nov 19, 2025
S. L.
Director Of Client Service
Mobile Phone
Email
UNITED STATES
Apr 07, 2023
B. P.
Wealth Advisor
Mobile Phone
Email
United StatesMassachusetts
Nov 10, 2025
A. M.
Wealth Advisor
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Great Point Wealth Advisors, LLC known for?

Great 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?

Great 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?

Great Point Wealth Advisors, LLC has approximately 5 employees as of December 2025. These team members are located across 1 continents, including North America.

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

As of December 2025, 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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