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

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One Coordinated Plan
Financial Planning
Retirement, college, estate and insurance decisions.
Wealth Management
Portfolio designed, monitored and rebalanced quarterly.
Tax & Accounting
Planning and preparation, bookkeeping and payroll.
Fee-only fiduciaryMeet 3–4× per year

$400M+

Assets advised by our team

20 yrs

Licensed CFA/CPA experience

CPA+CFA

On every client relationship

$0

Commissions, ever

Who we work with

For people whose finances got complicated.

Business founders and builders
Entity structure, payroll, retirement plans and a business that funds your life, not just your lifestyle.
High-net-worth individuals
Tax-aware portfolio management, estate and inheritance planning, and one plan that ties it together.
Freelancers & professionals
Variable income, quarterly estimates and the retirement savings nobody set up for you.
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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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.
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.
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 1
Free consult
A no-pressure conversation about where you are and where you want to be.
Step 2
Discovery
We gather your returns, statements and goals, and look at them together.
Step 3
Your roadmap
A written plan covering investments, taxes and the decisions ahead of you.
Step 4
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%

Your Advisors

A CPA and a CFA. Both on your account.

CPA · MBA, Duke

Brian Liebert

A licensed CPA for nearly 20 years and an entrepreneur who has founded and sold several businesses. Brian leads tax, accounting and planning.

CFA · Wall Street · INVESTMENT ADVISOR

Luis Sanchez

A career at Wall Street firms and hedge funds before founding an RIA that has advised on over $400M in assets. Luis leads investment management.

Ready to achieve greater wealth?

Schedule a free consult