Peter V. Disch, Jr., CFP® is the Founder and Managing Member of Great Point Wealth Advisors, LLC, an SEC Registered Investment Adviser in Boston.
Prior to Great Point (formerly Disch & Associates), Peter worked for a national investment firm where he designed integrated solutions for a broad base of clients. He now works closely with clients on investment management, asset allocation, tax minimization, estate planning, and income generation.
Peter has been recognized by Forbes as a Best in State Wealth Advisor since 2019 and was named to its inaugural list of America's Top Next Generation Wealth Advisors. In 2023, Great Point was included among the Top 100 Registered Investment Advisers in the United States by wealthmanagement.com. Peter contributes to financial media, and has been quoted in publications such as The Wall Street Journal, Kiplinger, U.S. News & World Report, and Investment News.
A graduate of Boston College with a Bachelor of Science degree in Management with a concentration in Finance, Peter resides in Hingham with his wife and their three children. He also volunteers as a Financial Coach to families and patients receiving care from Dana-Farber Cancer Institute.
Peter can be reached at (617) 585-0050 or firstname.lastname@example.org. For additional information regarding the awards and recognitions mentioned above, please refer to the associated disclosures and to gain further insight into Peter's expertise and approach, we invite you to watch the video provided below.