ADVISOR OPPORTUNITIES

Quite simply, we make advisors' lives better.

We do this by taking an active interest in your success. As advisors ourselves, we understand and have experienced all the pain points that you face every day – and in planning for the future – the future you want to control.

We Can Be Your Partner

Guiding and optimizing your opportunity to succeed.

As an advisor, you want to be on the same side of the table as your clients. That’s our belief, too, and that’s exactly how we’ll build our relationship with you. Our role is to make your life better by giving you ‘thoughtful freedom’ defined by collaboration and transparency.

Grow

Accelerate the rise of your practice.

Optimize

Manage the day-to-day of your practice.

Expand

Expand your RIA through a partnership.

Providing resources to achieve your business goals.

We support you with the technology and operations resources you need, with an institutional-quality experience, enhanced by being part of a group of like minded advisors all focused on serving their clients.

We apply our specialized knowledge in areas such as comprehensive wealth preservation strategies, business transition planning and family legacy building, to create the G Squared offering. Our framework supports smart investing and thorough planning solutions.

Supporting your freedom and flexibility as an independent firm.

As an independent firm working with G Squared, you’ll enjoy the freedom from corporate ownership and the flexibility to truly customize your client solutions by accessing a broader range of resources and partners. And most importantly, you’ll be able to deliver conflict-free advice.

We put your interests and goals at the center of everything we do and commit to fostering our relationship through collaboration and a mutual client-centric focus.

Simplified Independence

Focus more on your clients without the headache of serving a corporate agenda.

Prioritize Clients

Spend your time serving clients instead of worrying about running the ops/admin side of your business.

Collaborative Partnership

Gain all the benefits of independence with the support of a proven partner.

Here For Your Next Step

Whether you’re an independent advisor looking to simplify or scale your business, or you’re planning for succession and want to ensure your clients are cared for, we’re ready to help.

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