Wall Street Wisdom. Texas Traditions.
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.
Explore Family Wealth PlanningBUSINESS OWNERS NAVIGATING TRANSITIONS
Whether you’re selling internally or to a third party, our resources and experience are invaluable to a successful transition.
Explore Business Succession PlanningINDIVIDUALS IN RETIREMENT
Tailor-made, robust financial plans for your future to enhance your life and grant you peace of mind.
Explore Retirement Planning
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 wealth management firm based in College Station, 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 Power Lunch: AI is Not Dead, These Companies are Producing Great Revenue Growth
Victoria Greene, G Squared Private Wealth founding partner and CIO, and Craig Johnson, Piper Sandler chief market technician, join ‘Power Lunch’ to discuss the markets.
Learn More from CNBC Power Lunch: AI is Not Dead, These Companies are Producing Great Revenue Growth
CNBC The Exchange: What to Expect from Microsoft
Victoria Greene, G Squared Private Wealth CIO, joins ‘The Exchange’ to discuss Microsoft stock as the company announced Monday that around 60,000 Microsoft employees are eligible for the new buyout program across four countries, said a person familiar with the matter.
Learn More from CNBC The Exchange: What to Expect from Microsoft
CNBC The Exchange: Skydance is a Real Threat to Netflix
CNBC’s Kelly Evans discusses the Netflix trade ahead of its latest earnings results Tuesday with Victoria Greene of G Squared Private Wealth.
Learn More from CNBC The Exchange: Skydance is a Real Threat to Netflix
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.