Isoci Salon

Disch and Associates in Boston, MA, operating as Great Point Wealth Advisors, offers comprehensive financial planning services for clients seeking to build, manage, and transfer wealth across generations. Their team of fiduciary advisers assists with systematic saving, portfolio management, tax planning, risk insurance consulting, and estate administration, tailored to individual financial goals and circumstances. With a focus on financial independence and efficient wealth transfer, Great Point advises on a range of financial issues, including cash flow optimization, investment management, charitable giving, and intergenerational consulting. They maintain relationships with reputable investment managers and custodians, providing clients with a diverse range of investment options and personalized account management services.Generated from the website