G Squared Private Wealth

G Squared Private Wealth With specialized knowledge we focus on creating a boutique private wealth experience for each client

For families with significant wealth, there is little relevance to standard financial services or basic plans. What’s needed is specialized expertise, as well as the processes and resources to implement tailored private wealth solutions. After a 32-year total history, we re-established our team as an independent firm so that we could fully commit to delivering on the principles of private wealth m

anagement – no corporate mandates, no generic models, just doing what we do well and leveraging the best of what’s available to coordinate comprehensive services in the best interest of our clients. With specialized knowledge in areas such as comprehensive wealth preservation strategies, business transition planning and family legacy building, we focus on creating a boutique private wealth experience for each client. Our team provides safe, steady investing and smart, thorough planning to individuals and families with significant wealth. Registered Representative of and securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Investment Advisor Representative of G Squared Private Wealth. G Squared Private Wealth is a DBA of Sanctuary Advisors, LLC., an SEC Registered Investment Advisor.

06/02/2026

We're proud to support the Brazos Valley Food Bank 's Summer Hunger Campaign and help raise awareness for an important need in our community.

In this brief KBTX Media segment, our CEO, George Georgiades, discusses the Summer Hunger Campaign and shares ways community members can get involved, support the effort, and help make a meaningful impact for local families in need.

05/29/2026

Inherited a property? The first decision you make shouldn't be whether to sell it.

In this clip from our latest YouTube video, we discuss what the first 90 days after inheriting real estate should look like.

Before deciding whether to sell, rent, renovate, or hold, it's important to understand exactly what you've inherited. Legal authority, tax documentation, ongoing costs, and family expectations can all play a role in the outcome.

For a deeper dive into the tax considerations and strategic options available to heirs, watch the full video here: https://youtu.be/d6oNJ2OkALY?si=PASdFVo5698EPvEF

Excited to share that our CIO, Victoria Greene, will be speaking at the upcoming MoneyShow Virtual Expo on June 2.Her se...
05/27/2026

Excited to share that our CIO, Victoria Greene, will be speaking at the upcoming MoneyShow Virtual Expo on June 2.

Her session, Build Your Portfolio Like a Professional, will focus on practical portfolio construction, from macro analysis and stock selection to understanding not just what to buy, but what to avoid. In today’s market environment, knowing how to filter through noise and stay focused on long-term fundamentals is more important than ever.

If you’re interested in market strategy, portfolio construction, and actionable investment insights, this should be a great conversation!

05/22/2026

If you’ve watched Landman, you probably remember the moment when Demi Moore’s character is suddenly left trying to piece together her husband’s business affairs after his unexpected passing. While dramatized for TV, situations like that happen more often than people realize.

Watch the video below with George Georgiades and Jennifer Juergens to learn how proactive succession planning, communication, and continuity planning can help families avoid being left in this kind of situation!

Honored to support this year’s Heroes Banquet alongside 100 Club Houston, TX, an incredible organization that provides ...
05/20/2026

Honored to support this year’s Heroes Banquet alongside 100 Club Houston, TX, an incredible organization that provides immediate financial assistance and long-term support to the families of law enforcement officers and firefighters who are killed or seriously injured in the line of duty.

We’re grateful for the opportunity to be part of such an impactful event and to support the mission of standing beside these families when they need it most.

What happens if your child doesn’t use all of their 529 funds?For many families, that question creates confusion, but th...
05/19/2026

What happens if your child doesn’t use all of their 529 funds?

For many families, that question creates confusion, but there are actually several strategies worth exploring before making a withdrawal decision. We put together a quick carousel covering a few options families may want to consider when evaluating unused 529 funds.

Questions about education planning or multi-generational wealth strategies? We’d be happy to help.

05/15/2026

This week's “Doggy Day Out” special guest stole all of our hearts!!

We had the best time spending the day with Starr from Aggieland Humane Society , from office cuddles to pup cups and everything in between. She has such a sweet personality and brought so much joy to our team throughout the day.

We’re grateful for organizations like Aggieland Humane and the work they do to care for animals in our community. Hopefully this reel gives Starr a little extra spotlight… and maybe even helps her find her forever home!

We’re incredibly proud to celebrate Kelley Sullivan Georgiades on being recognized as a 2027 Women of Distinction honore...
05/13/2026

We’re incredibly proud to celebrate Kelley Sullivan Georgiades on being recognized as a 2027 Women of Distinction honoree in Houston.

This recognition highlights women who are making a meaningful impact through leadership, volunteerism, and philanthropy across the Houston community, and we can’t think of anyone more deserving. Congratulations on this well-earned honor; we’re excited to celebrate this incredible achievement with you and your supporters, Carol Sawyer, Michelle Lillie and Pat Mann Phillips!

We are thrilled to share that Victoria Greene, our Chief Investment Officer, has been named to the AdvisorHub 200 Women ...
05/07/2026

We are thrilled to share that Victoria Greene, our Chief Investment Officer, has been named to the AdvisorHub 200 Women Advisors to Watch list!

Beyond her work leading our investment strategy, Vicky has made it a personal mission to bring the next generation into this industry by speaking to college students about careers in financial advisory, mentoring aspiring advisors, and fostering a culture here at G Squared where everyone is encouraged to keep growing. Congrats!!

(AdvisorHub 200 Women Advisors to Watch, created by AdvisorHub. Presented in April 2026 based on data gathered from 01/2025 to 12/2025. No fee was paid to be included in the ranking or to hold out in marketing materials. Not indicative of advisor's future performance. Your experience may vary.)

1 in 3 pets will go missing at some point in their lifetime. Microchipping is one of the simplest ways to help ensure lo...
05/04/2026

1 in 3 pets will go missing at some point in their lifetime.

Microchipping is one of the simplest ways to help ensure lost pets are reunited with their families, and it plays an important role in reducing shelter overcrowding!

We’re proud to sponsor a full month of free microchipping services with Aggieland Humane Society, helping more pets stay connected to the people who love them.

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1470 Copperfield Parkway
College Station, TX
77845

Telephone

+19793144830

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