Peter Disch (CFP®)

Peter Disch focuses in the
following client markets or areas of practice:

Charitable Giving

Entrepreneurs

Estate & Generational Planning Issues

High Net Worth Client Needs

Investment Advice with Ongoing Management

Medical Professionals

Planning Specialties

Peter V. Disch, Jr., CFP® is the Founder and Managing Member of Great Point Wealth Advisors, LLC, an SEC Registered Investment Adviser in Boston.

Prior to Great Point (formerly Disch & Associates), Peter spent six years at a national investment advisory firm where he designed integrated solutions for a broad base of clients. He now works closely with clients on asset allocation, tax management, estate planning, and income generation.

Peter has been recognized by Forbes as a Best in State Wealth Advisor since 2019 and was named to its inaugural list of America’s Top Next Generation Wealth Advisors. He 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.

A graduate of Boston College with a Bachelor of Science degree in Finance, Peter resides in Hingham with his wife and their three children. He also volunteers as a Financial Coach to families and patients receiving care from Dana-Farber Cancer Institute.