G Squared Private Wealth, a premier, independent, private wealth firm, is celebrating one year of providing best-in-class and exceptional service to its valued and long-standing clients across Texas and the United States. For more than 32 years, G Squared Private Wealth operated as the Georgiades Group under Merrill Lynch Wealth Management and transitioned into an independent firm in June of 2019 so as to provide a client-centric, boutique experience for ultra-high net worth individuals, families, and business owners. To date, the firm, founded by George Georgiades, CIMA managing partner and Victoria Greene, CFA, CRPC, and portfolio manager, manage more than half a billion in client assets.
“We had an astonishing first year as independent wealth advisors and we owe the success to our clients who depend on our team for safe, steady investing and smart, thorough planning,” says Georgiades. “What differentiates us from the rest is our ability and expertise to swiftly design innovative strategies, built specifically in the best interest of our clients without restrictions and onerous corporate requirements.”
After a successful first year, G Squared’s five-year growth plans include hiring additional advisors, expanding services, and growing through the acquisition of investment practices. G Squared will seek mature and respected investment practices which provide high caliber client service and share the same mission of providing smart and sound private wealth plans.
“As the finance world evolves, we want to continue providing individuals, families, and business owners with the latest strategies. We believe we can achieve this by expanding our presence and acquiring established, liked-minded investment firms in Texas and across the greater Houston region,” says Greene. “I am proud of what our firm has accomplished this past year and we are especially proud of how we have helped our clients navigate this extremely complicated time. We are in this business for the long-haul; individuals and families can depend on us to be there for them throughout their financial journey.”
With roots in College Station, the G Squared team boasts impressive experience credentials, education, community involvement, and industry accolades. For more than three decades in the financial services industry, founder George Georgiades has been working with individuals, corporations, and endowments to design custom strategies. Having built and transitioned multiple businesses in addition to professional experience working with business owners, he has specialized expertise in corporate acquisitions, sales, and divestiture as well as post-liquidity investment planning for owners. As a graduate of Texas A&M University, Georgiades' community roles include the Houston 100 Club Board of Directors, Houston Livestock Show and Rodeo Board of Directors, past president of the Houston Polo Club, Texas A&M Equine Initiative and Animal Science Advisory Council, and more. In 2018 and 2019, Georgiades was named to the Forbes Best-In-State Wealth Advisors list for Texas.
Founder Greene first began working alongside Georgiades in 2008 to help design and manage the team’s $425 million in client assets. With in-depth expertise in market research, economic and financial analysis, and portfolio construction, Greene is primarily responsible for the design, implementation, and monitoring of client portfolios. This includes extensive analytics and research, resulting in delivering highly customized strategies for clients. As a graduate of Mays Business School at Texas A&M University, she is an active member of the College Station and Houston communities, having served on the board of Aggieland Humane Society and volunteering with the Women’s Resources of Houston. Greene also sits on the advisory board for the Masters in Finance program at May’s Business School and is a member of the Houston Polo Club.
The firm is also part of Sanctuary Wealth, a hybrid Registered Investment Advisor firm, that brings together an elite network of wealth advisors of the highest caliber, handpicked for their experience, fiduciary mindset, and unparalleled performance levels.
“The benefit of being part of Sanctuary Wealth is it allows our team to provide clients with the reassurance of the infrastructure – including technology and compliance along with choice of custodians that ensure the integrity of client assets – that many may have become accustomed to at a large bank or brokerage firms,” says Georgiades. “Our arrangement offers greater flexibility and options that are not available at a ‘traditional’ wirehouse.”
G Squared’s College Station office is located south of University Drive on Copperfield Parkway. The private wealth firm is looking to open a location inside the loop in the Memorial area in Houston. For more information about G Squared Private Wealth, visit www.G2PW.com.
