our services
financial planning + wealth management
Need someone to advise you on how to invest? Or how to retire early? We got you covered.
We’ve opened a sister firm, Greater Wealth, which provides full financial planning and wealth management.
We’ll help you define your goals, put in a plan in place to achieve them, and ensure you’re investing smartly to get there faster.
how we work
At Greater Wealth we start with an onboarding program to help you understand and define your financial goals.
We’ll then do a comprehensive review of your financial situation, collaboratively put a plan in place, and manage your investments.
Greater Wealth is a Registered Investment Advisor.
call for a quote
Pricing varies based on your needs
18
150+
years serving clients
collective years of experience
$45,000
average 3 year tax savings with our advisory packages
20,000+
tax returns filed
what our clients say
Brooklyn Dog Training
“We’re so grateful to have Brian and his team ”
We are a husband and wife with a small business, and as it has grown we realized the need for a good accountant to keep our books and to help guide us through how to structure our business and other tax-related matters.
It was quite overwhelming to us, and we had a couple less-than-positive experiences with other accountants. Once we found Brian, it was such a weight off our shoulders to know that we were confident in the people doing our accounting and bookkeeping.