Legacy isn’t built overnight.

Families with significant wealth need a partner they can trust. A partner with the specialized expertise that has the resources to make their wealth work for them.

CLIENTS WE SERVE

We offer customized financial solutions to meet the evolving needs and unique goals of our clients. Build, grow and protect your wealth with clarity and confidence.

Multi-Generational 
Families

Decades of experience and expertise advising the next generation on how to be responsible stewards of their family’s legacy.

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BUSINESS OWNERS NAVIGATING TRANSITIONS

Whether you’re selling internally or to a third party, our resources and experience are invaluable to a successful transition.

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INDIVIDUALS IN 
RETIREMENT

Tailor-made, robust financial plans for your future to enhance your life and grant you peace of mind.

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What makes G Squared 
Private Wealth different?

We know the lay of the land, from oil and agriculture to tech and finance. We’re a boutique firm based in Texas but our expertise spans far and wide. Our team delivers custom strategies and the right resources, all tailored to fit your needs. We’re here to make sure your wealth works for you, now and for generations to come.

  • An independent firm with a fiduciary standard of care.

  • Delivering industry-leading resources to our clients.

  • Providing personalized and innovative solutions at scale.

About Us

OUR STORY

Steady hands, strong values, and years evolving to the needs of our clients.

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OUR TEAM

A highly credentialed staff with top-tier experience in financial services.

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OUR CREDENTIALS

We'll let our record, experience, and awards speak for themselves.

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We’re in the relationship-building 
business

Whether you seek help on financial planning, succession plans, estate structuring, portfolio management, or other financial services, our team offers personalized solutions to meet your goals. Our partners help us provide a broad range of resources and a higher standard of service to make it easier to grow your wealth.

Our Services

CNBC Worldwide Exchange – Greene: Might be more stormy skies in the forecast for the markets in the near-term

Victoria Greene of G Squared Private Wealth says uncertainty over tariffs and the macro environment could linger in the markets, but highlights why Cheniere could rise above the doom & gloom.

Learn More from CNBC Worldwide Exchange – Greene: Might be more stormy skies in the forecast for the markets in the near-term

Power Lunch – Victoria discusses market volatility

Victoria Greene, CIO, joins ‘Power Lunch’ to discuss the market volatility, the market’s animal spirits and out outlooks.

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CNBC The Exchange – Greene discusses gold, international and dividend stocks

Victoria Greene, joins ‘The Exchange’ to discuss our investment thesis right now, why investors should consider gold, and much more.

Learn More from CNBC The Exchange – Greene discusses gold, international and dividend stocks