A complete list of active advisors currently associated with Greater Works Wealth

Warmer can help you find a great advisor at Greater Works Wealth or one who fits your needs even better.

Greater Works Wealth provides investment management, ongoing and project-based financial planning, and retirement plan consulting to individual clients and employer plan sponsors. The firm operates on a fee-only basis and advises primarily on stocks, bonds, mutual funds, ETFs, and cash and cash equivalents, and may refer clients to third-party professionals when appropriate. The firm’s investment approach is grounded in modern portfolio theory and largely uses passive investment management, building diversified portfolios with index mutual funds and ETFs and monitoring asset-allocation targets over time. It also leverages outside managers and model portfolios (including a technology-supported model provider) and typically manages accounts on a discretionary basis while allowing reasonable client-imposed restrictions. Although the ADV describes a range of client types, the firm’s reported assets under management (about $7.6 million) and a small client base indicate a primary focus on non-high-net-worth individuals rather than wealthy clients, a profile that differs from many peers in the supported-firm category. The firm also highlights experience drawn from prior work at a national wealth-management firm and maintained insurance licensing (with no insurance sales through the firm), and it offers employer retirement-plan consulting despite operating at a modest scale.

To learn more about the advisors currently working at Greater Works Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.