Legacy isnât 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 â¨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 youâre selling internally or to a third party, our resources and experience are invaluable to a successful transition.
Learn MoreINDIVIDUALS IN â¨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 â¨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. Weâre 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.
Weâre in the relationship-building â¨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 The Exchange – G Squaredâs Greene Discusses the Sell-Off in Healthcare Stocks
Victoria Greene, G Squared Private Wealth CIO, joins âThe Exchangeâ to discuss which stocks Greene likes in the health care space, why the CIO favors the stocks she does, and much more.
Learn More from CNBC The Exchange – G Squaredâs Greene Discusses the Sell-Off in Healthcare Stocks
CNBC Power Lunch – Victoria Greene: Hard to know if GDP contraction is really a trend or just a data point
Victoria Greene, CFAÂŽ, CRPCÂŽ, G-Squared Private Wealth's CIO, joins CNBCâs âPower Lunchâ to discuss market outlooks.
CNBC Three Stock Lunch – Victoria Discusses: SBUX, SMCI, & MDLZ
CNBC Three Stock Lunch - Victoria Discusses: SBUX, SMCI, & MDLZ. Victoria Greene joins âPower Lunchâ to discuss stock plays for three stocks.
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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.