Emerging, Independent & Generational

Wealth Management


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.


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.

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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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. The failure of what many considered to be a rock-solid regional bank should…

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Putting a Bow on 2022

To paint the picture, we start by presenting a few statistics for the S&P 500 for the past three calendar years in Figure 2.Over the entire period, the index reached 114 all-time highs, but only one came in 2022 – on the first trading day of the year.

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What To Do About Inflation?

Heading into 2023, it seems the hottest topic in finance is the resurgence of inflation. Anyone who has shopped in a grocery store or filled up their gas tank in the last 12 months has seen this coming and it may get worse before it gets better.

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