G Squared Private Wealth
Finance · Texas, United States · 1-10 Employees
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Overview
Headquarters
1470 Copperfield Pkwy, College Station, ...Phone Number
(979) 308-2260Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
About G Squared Private Wealth
G Squared Private Wealth is a boutique wealth management firm based in Texas, specializing in providing customized financial solutions for multi-generational families, business owners navigating transitions, and individuals in retirement. The firm focuses on building, growing, and protecting wealth with a fiduciary standard of care, leveraging industry-leading resources and personalized strategies. With a highly credentialed team and extensive experience across various sectors, G Squared aims to ensure that clients' wealth works effectively for them now and for future generations. Their services include financial planning, estate structuring, and portfolio management tailored to meet the unique goals of their clients.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
$9.3M
11-50
Private
<$5M
2012
Jason HerberFounding Partner. Senior Wealth Advisor, Chief Financial Officer
Company Profile Activity
Activity Insights
G Squared Private Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
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G Squared Private Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about G Squared Private Wealth.
G Squared Private Wealth Tech Stack
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G Squared Private Wealth is a boutique wealth management firm based in Texas, specializing in providing customized financial solutions for multi-generational families, business owners navigating transitions, and individuals in retirement. The firm focuses on building, growing, and protecting wealth with a fiduciary standard of care, leveraging indu... Read More
