Grow your wealth.
Keep more of it.

Greater Wealth puts a CPA and a CFA at the same table, so your portfolio, your tax return and your long-term plan are built together instead of in three separate offices.

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$400M+

Assets advised by our team

20 yrs

Licensed CFA/CPA experience

Your coordinated plan
01
Financial Planning
Retirement, college, estate and insurance decisions.
02
Wealth Management
Portfolio designed, monitored and rebalanced quarterly.
03
Tax & Accounting
Planning and preparation, bookkeeping and payroll.
Fee-only fiduciaryMeet 3–4× per year

CPA+CFA

On every client relationship

$0

Commissions, ever

Who we work with

For people whose finances got complicated.

01
Business founders and builders
Entity structure, payroll, retirement plans and a business that funds your life, not just your lifestyle.
02
High-net-worth individuals
Tax-aware portfolio management, estate and inheritance planning, and one plan that ties it together.
03
Freelancers & professionals
Variable income, quarterly estimates and the retirement savings nobody set up for you.
04
Creators & digital businesses
Brand-deal income, S Corp elections and a plan for when the algorithm changes.

What we do

Three disciplines. One Plan.

Most firms do one of these well. We do all three, and make them work off the same numbers.

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01 — Financial Planning
Live well today. Plan a secure tomorrow.
Comprehensive planning for your future financial health: retirement, college savings, budgeting, insurance, estate and tax planning.
02 — Wealth Management
We make your money work for you.
Our investment team designs your portfolio, continuously monitors your investments, and provides quarterly rebalancing to manage risk.
03 — Tax & Accounting
No surprises at tax time.
Bookkeeping, payroll and tax preparation done with a modern, tech-forward approach, paired with year-round tax planning.

Why one team

Most people have an advisor, a CPA and a bookkeeper.
Now they talk.

The usual way
With Greater Wealth
Investment decisions made without seeing your tax return
>A portfolio built around your whole tax picture
A surprise bill every April
>Tax planning all year, so the return holds no surprises
Three firms, three bills, three logins
>One team, one fee, one plan
Commissions on the products you're sold
>Fee-only fiduciary. Our only incentive is your result.

How it works

Four steps to putting your plan in action.

Step 01
Free consult
A no-pressure conversation about where you are and where you want to be.
Step 02
Discovery
We gather your returns, statements and goals, and look at them together.
Step 03
Your roadmap
A written plan covering investments, taxes and the decisions ahead of you.
Step 04
Ongoing
We meet 3–4 times a year and rebalance quarterly. Life happens; we adjust.

Pricing

Transparent, fee-only pricing.

A tiered fee on assets we manage. No commissions, no product sales, no hidden kickbacks.

Investment management · AUM
Up to $2.5M 1.00%
Next $2.5M 0.75%
Above $5M 0.50%

What We Do

Financial Planning

We help you live well today and plan a secure tomorrow.

Our comprehensive planning covers everything related to your future financial health including retirement, college savings, budgeting, insurance, estate, tax planning, and more.

Wealth Management

We make your money work for you.

Our investment team designs your portfolio, continuously monitors your investments, and provides quarterly rebalancing to manage risk.

We ensure your money is invested in assets designed to serve you, without hidden fees or surprises.

Tax & Accounting

We make tax, bookkeeping, and payroll a breeze

All of your accounting done with a modern, tech-forward approach.

Paired with tax planning, we’ll help you take advantage of the tax code, keep you current on quarterly estimates, and make sure you have no surprises at tax time.

Real world examples

Johnny is an online celebrity with 1m TikTok and 400k Instagram followers, and has been getting high-paying partnerships for years. But Johnny never considered how his business is structured, has no retirement savings, and he struggles to pay his taxes on time.

Jennie has a similar following but works with Greater Wealth. We’ve optimized her tax profile through an S Corp, put her and the kids on payroll, and she’s now on track to fund college and retirement. Through smarter investing Jennie just bought a home and is diversifying her business plans.

Be more like Jennie. We will get you there.

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