Mandate & appetite
- Preferred strategies
- Value Add
- Target geographies
- Us & Canada
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Great Point Wealth Advisors, LLC is an independent registered investment advisor based in the United States, offering comprehensive financial guidance that includes investment management, tax management, and estate planning. The firm focuses on intergenerational consulting and wealth transfer without a specific emphasis on real estate.
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- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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