Emerging, Independent & Generational

Wealth Management

Emerging

Building wealth requires a plan covering systematic saving, thoughtful portfolio management, tax planning, risk/insurance consulting, and a network of complementary professionals working together toward a common outcome.  Great Point coordinates and manages all of these for our clients.

Independent

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.

Generational

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.

The Quarterly Market Review features global capital market performance and a timeline of events for the past three months. It includes returns from various asset classes across US and international markets. The report also illustrates the impact of globally diversified portfolios and a quarterly topic.

Meet the Founder & Managing Member

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Notable

Stocks in the Market

The collapse of First Republic Bank is a harsh reminder that any stock can go to zero, no matter how established a company is, or how loyal and wealthy its customers are.

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The Last Three Years

In the dynamic realm of the stock market, the past three years have served as a compelling case study, reinforcing the significance of adopting a long-term investment approach.

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Will Inflation Hurt Stocks?

Investors may wonder whether stock returns will suffer if inflation keeps rising. Here’s some good news: Inflation isn’t necessarily bad news for stocks.

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