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    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Articles

Derrick Alexander, Managing Partner | Oct 30, 2023

What is an Investment Policy Statement (and Should You Have One)?

401K
Retirement
employee benefits
401K fees
In the financial industry, the term “Investment Policy Statement” is used a lot – but what is an Investment Policy Statement (or IPS) and do you really need one
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What should faith in the market teach us about our walk with God
Derrick Alexander | Apr 14, 2020

What should faith in the market teach us about our walk with God

Over the past couple of weeks, the markets have led us all to believe that the economy is heading into a downward tailspin. That’s for good reason — this recent

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Planning for the Professional Athlete
Derrick Alexander | Feb 6, 2020

Planning for the Professional Athlete

The dream for an athlete on draft day is simple. The majority of them may come from humble beginnings, they worked hard, and now they are about to be a

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Greater Works Wealth is an Investment Advisor registered with the State(s) of Oklahoma. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Please contact us at GWW if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from GWW with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, www.Greaterworkswealth.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.

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