Comprehensive wealth management coordinates decisions across family, business interests, trusts, and legacy without requiring a formal family office.

Inherited IRA decisions depend on the beneficiary, the original owner’s date of death, and whether the account is traditional or Roth.

Retirement planning for Boston professionals considers factors like housing costs, career changes, equity compensation, family needs, and healthcare decisions.

Succession planning for business owners addresses leadership, ownership, valuation, liquidity, taxes, and family expectations before transitions occur.

Combining an enduring investment philosophy with a simple formula that helps maintain investment discipline can increase the odds of having a positive financial experience.

Next week, Americans will head to the polls to elect the next president of the United States. While the outcome is unknown, one thing is for certain: There will be a steady stream of opinions from pundits and prognosticators about how the election will impact the stock market.

Brad J. Kent is the Director of Operations and is responsible for providing internal systems and process solutions. He also acts as a liaison between the clients of Great Point Wealth Advisors and the many institutions utilized to deliver investment management and financial planning services.

Brandon P. Parker, CFP, advises clients on financial planning and small business retirement plans at Great Point Wealth Advisors, working from the Boston and Danvers offices.

Elizabeth N. Thomas, Director of Client Service at Great Point Wealth Advisors, brings nearly 20 years of wealth management experience and a degree in Business Administration.

Matthew D. Schroeder, CFP, serves as a Wealth Advisor and Director of Financial Planning at Great Point Wealth Advisors in the Danvers office.

Great Point Wealth Advisors provides coordinated wealth management, including saving, portfolio management, tax planning, and risk consulting.