Peter V. Disch, Jr., CFP® is the Founder and Managing Member of Great Point Wealth Advisors, LLC, an SEC Registered Investment Adviser in Boston. Recognizing the demand for unbiased and objective advice, Peter designed a firm that focuses solely on advising clients and managing their portfolios in a fiduciary setting.
Prior to founding Great Point Wealth Advisors (formerly Disch & Associates) in 2008, Peter spent six years at a national brokerage where he designed integrated solutions for a broad base of clients. He now works closely with a limited number of clients on asset allocation, tax management, estate planning, and income generation.
Peter was recognized on Forbes’ inaugural list of America’s Top Next Generation Wealth Advisors, frequently 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. He is also a six-time recipient of the Five Star Wealth Manager Award as featured in Boston Magazine.
A graduate of Boston College with a Bachelor of Science degree in Finance, Peter resides in Hingham with his wife and their three children. Outside of work, Peter enjoys golfing, skiing and coaching youth sports. He also volunteers his time and expertise as a Financial Coach to families and patients receiving care from Dana-Farber Cancer Institute.
Peter can be reached at (617) 585-0050 or email@example.com.