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https://www.greatpointwealth.com/
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.
https://greatpointcapital.com/
Securities offered through Great Point Capital, LLC Member FINRA, IEX, SIPC. Advisory Services offered through Great Point Advisors, LLC a SEC registered investment advisor. Great Point Capital LLC, 200 W Jackson Blvd, Suite 1000, Chicago, IL 60606 312-356-4400 – [email protected]
https://www.greatpointwealth.com/our-team/
Matt Schroeder, CFP® is a Wealth Advisor and the Director of Financial Planning at Great Point Wealth Advisors. Matt works with motivated clients to define, develop, and preserve their financial confidence and personal prosperity.
https://greatpointcapital.com/who-we-serve/talented-advisors/
Securities offered through Great Point Capital, LLC Member FINRA, IEX, SIPC. Advisory Services offered through Great Point Advisors, LLC a SEC registered investment advisor. Great Point Capital LLC, 200 W Jackson Blvd, Suite 1000, Chicago, IL 60606 312-356-4400 – [email protected]
https://greatpointcapital.com/contact/
Securities offered through Great Point Capital, LLC Member FINRA, IEX, SIPC. Advisory Services offered through Great Point Advisors, LLC a SEC registered investment advisor. Great Point Capital LLC, 200 W Jackson Blvd, Suite 1000, Chicago, IL 60606 312-356-4400 – [email protected]
https://www.bizapedia.com/ma/great-point-advisors-llc.html
Great Point Advisors, LLC is a Massachusetts Foreign Limited-Liability Company (Llc) filed On April 23, 2004. The company's File Number is listed as 113714369. The Registered Agent on file for this company is Jacqueline Mccoy and is located at 31 St James Avenue Suite 740, Boston, MA 02116.
https://www.bizapedia.com/il/great-point-advisors-llc.html
Great Point Advisors LLC is an Illinois LLC filed On June 22, 2012. The company's filing status is listed as Active. The Registered Agent on file for this company is Business Filings Incorporated and is located at 118 W Edwards St Ste 200, Springfield, IL 62704. The company's principal address is 175 W Jackson Blvd Ste 1450, Chicago, IL 60604.
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