Your creative passion.
Our financial expertise
Accounting and financial planning services for content creators
You grow your business, we grow your wealth
We help content creators grow their brand, business, and personal wealth:
Bookkeeping, Payroll, and Taxes
Expert tax and financial planning strategies to save real money
Fully managed investment portfolios to build long-term wealth
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.
