Find out how we deliver client success through our practice.
Our 32-year history has led us to industry accolades and client successes.
What’s needed is specialized expertise, as well as the processes and resources to implement tailored private wealth solutions.
With specialized knowledge in areas such as comprehensive wealth preservation strategies, business transition planning and family legacy building, we focus on creating a customized, boutique private wealth experience for each client as well as research and portfolio management support for our advisors across our partner firms at Sanctuary Wealth. G Squared Private Wealth provides safe, steady investing and thorough planning to individuals and families with significant wealth.
Our story is about delivering on the principles of private wealth management.
FIND OUT MOREWith a 32-year history behind us, we’re looking ahead to the new opportunities created through our transition into independence.
FIND OUT MOREFamilies with
Multigenerational Legacies
Business Owners
Navigating Transitions
Individuals in
Retirement
“At the heart of what we do is providing guidance through life events. This means we evolve alongside our clients as we guide them through events like the transition of a family legacy or the succession of a business.”