Greater Works Wealth 401
@greaterww.com
Greater Work Wealth is a independent advisory firm created to help business owners create or manage existing 401(k) plans and provided participant educations. We specialize in tax mitigation strategies, plan design, and fiduciary guidance. Disclosures: •This page is a publication of Greater Works Wealth. The firm is registered as an investment adviser with the State of Oklahoma and only conducts business in states where it is properly registered/notice filed or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. •Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All expressions of opinion reflect the judgment of the authors on the date of the post and are subject to change. All investments and investment strategies have the potential for profit or loss. •Content should not be viewed as an offer to buy or sell any of the securities mentioned or as personalized financial advice. Legal and tax advice is general in nature. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Greater Works Wealth is not engaged in the practice of law. •Hyperlinks on our posts are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.
Greater Works Wealth 401's Company Logos
Greater Works Wealth 401's Brand Colors
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Color name
RGB
HSL
CMYK
#1E9745
Forest Green
30, 151, 69
139, 67, 35
80, 0, 54, 41
#FCFCFC
Alabaster
252, 252, 252
0, 0, 99
0, 0, 0, 1
#191F26
Mirage
25, 31, 38
212, 21, 12
34, 18, 0, 85
About Greater Works Wealth 401
Greater Works Wealth is an investment advisory firm registered with the State of Oklahoma, serving individuals, couples, families, businesses, athletes, and coaches. Based in Tulsa, the firm focuses on personalized financial guidance and retirement planning, with services shaped around clients’ needs and goals. For employers, Greater Works Wealth provides 401(k) advisory support, helping businesses enhance workplace retirement plans through strategies for business owners and education for plan participants.
The firm also works with NFL athletes and coaches, offering guidance on managing savings during contract years and developing positive financial habits. For individuals and couples approaching or living in retirement, its retirement income planning services aim to help clients make thoughtful use of their savings and navigate this next stage with greater peace of mind. Led by advisor Derrick Alexander, AIF, Greater Works Wealth offers educational resources including articles, videos, a retirement readiness and generosity quiz, and a budgeting toolkit.
The firm also partners with Consider It Done! to support proactive client service. Its office is located in Tulsa, Oklahoma
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