Great Point Wealth Advisors, LLC ("Great Point") is a Registered Investment Advisor ("RIA"), located in the Commonwealth of Massachusetts. Great Point provides investment advisory and related services for clients nationally. Great Point will maintain all applicable registration and licenses as required by the various states in which Great Point conducts business, as applicable. Great Point renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Please read these terms and conditions of use (“Terms”) carefully before using the website located at greatpointwealth.com (“Website”) or any of the information or services provided by Great Point Wealth Advisors, LLC (collectively “Great Point”, “we”, “our”, “us”) in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by Great Point in connection with the Website and should promptly terminate all use thereof. The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.
Great Point reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our Website after we have posted changes to these Terms, you are agreeing to these Terms as modified.
These Terms were last updated on October 22, 2018.
Our website offers general information about our services and should not be acted upon without obtaining specific advice from a qualified professional. The information provided is not intended to provide any investment, tax, or legal advice; in addition, nothing on this website should be considered a solicitation for the purchase or sale of any security.
As with any investment strategy, there is potential for profit as well as the possibility of loss. We do not guarantee any minimum level of investment performance or the success of any portfolio or investment strategy. All investments involve risk (the amount of which may vary significantly), and investment recommendations will not always be profitable. Past performance is not a guarantee of future results.
Additional information, including management fees and expenses, is provided on our Form ADV Part 2, available upon request or at the SEC’s Investment Advisor Public Disclosure site.
Awards & Recognition Disclosures:
Forbes Best in State Wealth Advisor 2019 (February 20, 2019), 2020 (January 16, 2020), 2021 (February 11, 2021), and 2022(April 7, 2022)
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes, SHOOK nor Great Point Wealth receive a fee in exchange for rankings.
Forbes American Top Next Generation Wealth Advisors 2022 (August 3, 2022) The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion—mostly gained through telephone and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes, SHOOK, nor Great Point Wealth receive a fee in exchange for rankings.
WealthManagement.com’s RIA Edge 100 list is an attempt to identify those firms that are seeing the most success while continuing to provide high-quality, hands-on service to an expanding client base.
The list was developed by the Wealth Management IQ team in partnership with Discovery Data. Analyzing the ADVs of all SEC-registered investment advisors, WMIQ and Discovery looked at AUM growth, ratio of employees to clients, ratio of advisors to clients, percentage of advisors with CFP certification and average client account size. Qualifying firms were limited to those that provide financial planning services, have high-net-worth individuals as more than half of their client base and manage at least $250 million in assets as of June 30, 2022.
The methodology and weighting were intended to give a clear picture of firm growth as it relates to client service. RIA Edge 100 firms are those with the most impressive growth rates combined with the best client ratios and most CFP certifications.
We may utilize third-party service providers to provide certain tools and/or programs, some of which may be housed on a third-party server or on a website which has been independently developed by others. While accessing this website, you may be linked to other third-party servers. Access to other websites or use of any third-party tools or programs on this website is subject to all terms and conditions found therein.
Some of the information on this website is provided through linked websites. Links on this website are for informational purposes only. We do not endorse the content or the products of these linked websites.
Some of the material on this website is password protected. This area is restricted to authorized users only. The users in these password-protected areas are responsible for any use of their password and for maintaining its confidentiality.
Social Media Site Disclosures:
We are not affiliated with any social media website. Any opinions or statements posted by third parties are their own and may not be representative of the experience of others or indicative of future performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions.
Information that appears on our social media accounts should not be construed as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services over the internet and should not be acted upon without obtaining specific advice from a qualified professional.
Any third-party links shared on our social media accounts are not intended to imply that we, or our employees, endorse, sponsor, promote, and/or are affiliated with the owners of or participants on those sites or endorse any information contained on those sites unless expressly stated otherwise. We have no control over how third-party websites use the information you share.