“I suppose my formula might be: dream, diversify, and never miss an angle.” – Walt Disney
Goals-Based Financial Planning
At G Squared Private Wealth, every portfolio begins with a plan. We believe your financial plan should guide how your wealth is invested, not the other way around. Your plan outlines what matters most: your family, lifestyle, business interests, and legacy. Your investment strategy is then designed to bring that plan to life, adapting as goals and markets evolve. By grounding investment decisions in your personal objectives, we create clarity, purpose, and long-term durability for your wealth.
Planning Drives Purposeful Investment
Our process begins with deep financial planning to identify your needs, priorities, and timeline. Our approach emphasizes:
- Core allocation in high-quality equities and fixed income for compounding stability.
- Complement current exposure of real assets, business interests, or private markets to broaden opportunity and manage risk.
- Tax-aware portfolio construction using direct indexing, municipal bonds, and strategic asset placement.
- Purposeful rebalancing to capture opportunity and preserve discipline through changing markets.
Every portfolio is customized to reflect your time horizon, liquidity needs, and legacy goals. The result is a strategy that works in service of your financial plan, not in reaction to short-term market movements.
Alignment and Coordination
We coordinate across taxable, trust, and qualified accounts to align portfolio structure with estate, tax, and philanthropic strategies. Our advisors also collaborate directly with your CPAs, attorneys, and trustees to ensure each investment decision supports your broader financial framework. This alignment fosters transparency, consistency, and confidence that your wealth is advancing what matters most to you.
Your Advising Team Matters
At G Squared Private Wealth, your financial plan and investment strategy are guided by a coordinated team of credentialed professionals. Our Certified Financial Planner® (CFP®) professionals lead the planning process, defining goals, cash flow needs, and long-term objectives. Our Chief Investment Officer, Victoria Greene, who is also a Chartered Financial Analyst (CFA®), oversees investment strategy and portfolio design, ensuring every allocation reflects those priorities with institutional-level precision.
Together, our team integrates planning and investment management to help you make informed, purposeful decisions. As fiduciaries, we operate under one standard: your best interest. This unified approach connects disciplined strategy with your life’s goals, helping you move forward with clarity, confidence, and control in every market environment.