Great Point Wealth Advisors is an independent Registered Investment Advisor, specializing in comprehensive financial planning and private wealth management. As a Wealth Advisor, I help our clients align their money with their values, specializing in helping clients reach Financial Independence. ...more

Great Point Wealth Advisors is an independent Registered Investment Advisor, specializing in comprehensive financial planning and private wealth management. As a Wealth Advisor, I help our clients align their money with their values, specializing in helping clients reach Financial Independence. From investment planning to tax strategies to estate considerations, we serve as a single point of contact to provide excellent service for our clients across their financial lives. Prior to joining Great Point, I was a Director of Product Management at Fidelity Investments for 7 years, focused on creating a planning experience for Pre-Retirees, Women Investors, and Young Investors.less