Peter Disch

Founder & Managing Member at Great Point Wealth Advisors, LLC

Peter V. Disch, Jr. is the Founder and Managing Member of Great Point Wealth Advisors, LLC, an SEC Registered Investment Adviser based in Boston.1 2 3 Here are some key details about Peter Disch:

Professional Background

Founded Great Point Wealth Advisors in May 2008 and has been leading the firm for over 16 years1 3
Previously worked for a national investment firm, designing integrated solutions for clients2 3
Recognized by Forbes as a Best-in-State Wealth Advisor since 20192 3
Named to Forbes' inaugural list of America's Top Next-Generation Wealth Advisors2 3

Education and Credentials

Graduated from Boston College with a Bachelor of Science degree in Management, concentrating in Finance1 2 3
Holds the Certified Financial Planner (CFP®) designation3

Expertise and Services

Specializes in investment management, asset allocation, tax minimization, estate planning, and income generation2 3
Manages portfolios for clients and other advisors at Great Point Wealth Advisors4
Contributes to financial media and has been quoted in publications like The Wall Street Journal, Kiplinger, and U.S. News & World Report2 3

Personal

Resides in Hingham with his wife and their three children2 3
Volunteers as a Financial Coach for families and patients receiving care from Dana-Farber Cancer Institute2 3

Under Peter's leadership, Great Point Wealth Advisors has grown significantly, managing over $600 million in assets as of 2024.4 The firm has also been recognized among the Top 100 Registered Investment Advisors in the United States by WealthManagement.com in 2023.2 3