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 The Exchange: Welltower A Fantastic Stock To Own Amid AI Disruption
Victoria Greene, G Squared Private Wealth CIO, joins ‘The Exchange’ to discuss Greene’s investing take on Welltower, TJX and IDEXX Labs.
Learn More from CNBC The Exchange: Welltower A Fantastic Stock To Own Amid AI Disruption
CNBC Closing Bell Overtime: What Chipotle is Losing McDonald’s is Gaining
CNBC’s “Closing Bell Overtime” team discusses the day’s market action, McDonald’s latest earnings report and more with Victoria Greene of G Squared Private Wealth and Steve Grasso of Grasso Global.
Learn More from CNBC Closing Bell Overtime: What Chipotle is Losing McDonald’s is Gaining
CNBC The Exchange: Companies Still Need To Invest In Cybersecurity
Victoria Greene, G Squared Private Wealth, joins ‘The Exchange’ to discuss why equity markets are roaring higher, the stocks to play and much more.
Learn More from CNBC The Exchange: Companies Still Need To Invest In Cybersecurity
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.