How does the advisor help clients – Key Takeaways:
GREATER WORKS WEALTH is a highly experienced financial advisor, dedicated to assisting clients with their financial goals. They offer a wide range of services and expertise to help their clients achieve financial success.
Facts and Insights
GREATER WORKS WEALTH has been in the financial advisory business for over 20 years, providing expert guidance and support to clients. They have a team of highly knowledgeable and skilled advisors who are committed to helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
GREATER WORKS WEALTH offers a wide range of financial services to help their clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
GREATER WORKS WEALTH serves a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Families
- Business owners
Fees & Compensation
GREATER WORKS WEALTH believes in transparent and fair fee structures. They charge a percentage of assets under management, with rates varying based on the services provided. There are no hidden fees or commissions, and clients will always be informed about the fees they are paying.
Background
The team at GREATER WORKS WEALTH has years of experience and a strong track record of success in helping clients reach their financial goals. They are highly educated and skilled in the financial industry, and are dedicated to providing the best possible service to their clients.
Financial Advisor Disclosures to Know
As with all financial advisors, GREATER WORKS WEALTH has certain disclosures that clients should be aware of. These include their potential conflicts of interest and any past disciplinary actions. Clients can review these disclosures on the SEC’s website or by requesting a copy from the GREATER WORKS WEALTH team.