Emerging, Independent & Generational

Wealth Management


Building wealth requires a plan covering systematic saving, thoughtful portfolio management, tax planning, risk/insurance consulting, and a network of complementary professionals working together toward a common outcome.  Great Point coordinates and manages all of these for our clients.


Once accumulated, wealth provides freedom from third-party sources of income.  Most call this retirement, but we think of it as financial independence, regardless of what you choose to do next.  We help protect and grow assets while generating income for expenditures along the way.


When personal wealth exceeds the amount needed for lifetime spending and the remainder is intended for future generations and/or philanthropic endeavors, Great Point helps clients plan an efficient transfer with intergenerational consulting, tax avoidance, and estate administration services.

The Quarterly Market Review features global capital market performance and a timeline of events for the past three months. It includes returns from various asset classes across US and international markets. The report also illustrates the impact of globally diversified portfolios and a quarterly topic.


A Closer Look at 2021

While U.S. large-cap stocks finished markedly higher for 2021, it wasn’t necessarily a smooth ride. As evidenced by some of the headlines in Figure 1, investors had no shortage of reasons to worry about future potential returns and consider exiting the market.
However, once again, 2021 provided us all some lessons about how trying to time the market…

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What To Do About Inflation?

Heading into 2022, it seems the hottest topic in finance is the resurgence of inflation. Anyone who has shopped in a grocery store or filled up their gas tank in the last 12 months has seen this coming and it may get worse before it gets better. As a result, it’s likely that the equity market will continue forward with some volatility in both directions as investors digest the ever-changing market…

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Preparing for the Tax Season

Reducing your tax burden can help you manage your wealth and free up money to meet your financial goals and build your legacy. But tax rules are complicated, and you may need help understanding all the methods you can use to minimize your tax burden. Your financial advisor is one resource you can tap to help you develop strategies….

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