G Squared Private Wealth

We are excited to welcome Brandi Cooper, an experienced wealth advisor, to the G Squared Private Wealth team!

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G Squared Private Wealth

We are proud to announce that Victoria Greene, CFA®, CRPC®, is a CNBC Contributor, which is an exclusive group of less than 100 Financial Professionals

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G Squared Private Wealth

We are proud to announce that we have been selected as a 2022 Forbes Best-In-State Wealth Advisor

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G Squared Private Wealth

Forbes Best-in-Texas Wealth Advisor 2018, 2019, 2021, 2022, and 2023*

Our 32-year history has led us to industry accolades and client successes.

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G Squared Private Wealth

Private Wealth Management

For individuals and families with significant wealth.

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G Squared Private Wealth

We're independent.

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For families with significant wealth, there is little relevance to standard financial services or basic plans.

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.

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One-to-one, tailored, thorough – experience a boutique approach.

Our story is about delivering on the principles of private wealth management.

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Welcome to G Squared Private Wealth

With a 32-year history behind us, we’re looking ahead to the new opportunities created through our transition into independence.

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Clients We Serve

Families with
Multigenerational Legacies

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Business Owners
Navigating Transitions

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Individuals in
Retirement

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“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.”

George Georgiades CIMA®, CEPA®
Chief Executive Officer
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