Peter V. Disch, CFP®

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), Disch worked for a national investment firm where he designed integrated solutions for a broad base of clients. He now works closely with clients on investment management, asset allocation, tax minimization, estate planning, and income generation. 
 

Disch 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. In 2023, Great Point was included among the Top 100 Registered Investment Advisers in the United States by WealthManagement.com. He contributes to financial media and has been quoted in publications such as Barron’s, The Wall Street Journal, Kiplinger, US News & World Report, and InvestmentNews. 

 

A graduate of Boston College with a Bachelor of Science degree in management, with a concentration in finance, Disch 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. 

 

To get in touch with him, visit greatpointwealth.com or linkedin.com/in/peter-disch. 

 

Peter V. Disch, CFP®
Displaying 3 results
Alternatives aren’t a reinvention. They’re a test of discipline
EXPERT ADVICE MAY 13, 2026
Alternatives aren’t a reinvention. They’re a test of discipline

Access has improved. Expectations have not.

The great wealth transfer isn’t an event – it’s a process
EXPERT ADVICE JAN 27, 2026
The great wealth transfer isn’t an event – it’s a process

The great wealth transfer isn’t a one-time windfall—it’s a decades-long process. Peter Disch reveals how advisors can stay indispensable by planning with both today’s clients and tomorrow’s heirs in mind.

Why advisors must rethink client engagement beyond performance metrics
EXPERT ADVICE DEC 12, 2025
Why advisors must rethink client engagement beyond performance metrics

Clients are overwhelmed by sensational financial content that prioritizes clicks over sound advice. In this piece, Peter V. Disch, Founder and Managing Member of Great Point Wealth Advisors, explains why advisors must refocus client education on real goals, time horizons, and emotions—not just market forecasts and performance metrics. He shows how listening to how decisions feel can matter as much as the numbers