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.
Multi-Generational Families
Decades of experience and expertise advising the next generation on how to be responsible stewards of their family’s legacy.
Learn MoreBUSINESS OWNERS NAVIGATING TRANSITIONS
Whether you’re selling internally or to a third party, our resources and experience are invaluable to a successful transition.
Learn MoreINDIVIDUALS 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.
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 ServicesCNBC Closing Bell – Geopolitical Conflict Means Less to the Markets Than Individual Investors
Victoria Greene, G Squared Private Wealth CIO, joins ‘Closing Bell Overtime’ to talk the impact of tariffs on the market.
CNBC Worldwide Exchange – Biggest risk is oil above $100 — $5 gas would hit consumer spending
Victoria Greene, CIO of G Squared Private Wealth, sees markets pricing in a contained Iran response, warns of oil shocks if Strait of Hormuz closes, and favors energy, defense, and US dip-buying.
CNBC The Exchange – It’s not drill baby drill anymore, it’s cash baby cash
Victoria Greene, G Squared Private Wealth CIO, joins ‘The Exchange’ to discuss her energy playbook.
Learn More from CNBC The Exchange – It’s not drill baby drill anymore, it’s cash baby cash
What sets us apart is our highly credentialed staff and our processes. We’re a boutique firm, but our capabilities and resources are anything but small.