For current clients
Quick links for every GTF client.
Book time with our team, sign in to your accounts, or reach the office. The links current clients use most are on this page.
Book a meeting
Choose your advisor and the meeting that fits. Wake stays involved in every household's planning and accounts. To meet with Wake, call, text, or email the office and our team will arrange it.
Sign in to an account
Each link opens that company's own sign-in page. We will never ask for your password.
Accounts held at Schwab.
Accounts held at Betterment.
Your financial planning portal, if your advisor set one up for you.
Sending documents
Please do not email or text account numbers, Social Security numbers, tax returns, statements, or login credentials. Call, text, or email us first, and we will tell you how to send them securely.
Reach the office
Call or text us at (816) 663-9015, or email the GTF team.
Greater Than Financial
412 Court Street
Savannah, MO 64485
Meetings are available in person or by video based on your needs and the team's availability.
Disclosures
Read the current privacy notice. Review the firm's current registration record and brochures through Investment Adviser Public Disclosure.