Who We Are
We’re a team of badass financial experts helping content creators take control of their business & personal finances.
Inspiration for Greater Wealth began when Brian (the tax guy) & Luis (the investor) collaborated on several influencers. Up to that point, these clients made great money but had no financial direction. Several years of missed opportunity to pay less in taxes, invest those savings, and build towards long-term wealth.
Together we were able to get them on track with immediate results, and are now dedicated to helping other content creators build for their future.
If you have a great manager and solid brand partnerships, it’s time to get a strong financial team on your side!
Our Founders
Brian Liebert
(The Tax Guy)
Brian is a licensed CPA for 20 years with an MBA from Duke University. An entrepreneur at heart, Brian loves working with business owners, freelancers, and high net worth individuals. He lives in Westport, Connecticut with his wife and two young daughters.
In his free time Brian loves to play golf and get in over his head with home improvement projects.
Luis Sanchez
(The Investor)
Luis is a CFA who spent his career at Wall Street firms and hedge funds before opening up a Registered Investment Advisory (RIA) firm where he has advised on over $400M in assets. He lives in Florida with his wife and son.
In his free time Luis streams to his fanbase on Twitch (@luisvsanchez777) where he talks finance, investing and video games.
How we’re different
Greater Wealth is a fee-only Financial Advisory firm.
What does that mean? Our only incentive is to deliver the best results to our clients.
This is unique from many big-name firms out there who may receive hidden commissions or kickbacks from certain funds or investment products.
By pairing financial planning and investing with managing your accounting, we have complete insight into your financial future. This allows us to provide comprehensive insights around your finances and keep you organized (no more scrambling at tax time!)
