3G Wealth

3G Wealth

3G Wealth operates as an independent Registered Investment Advisor headquartered in Tampa, Florida. Founder and President Gary Garcia II established the firm to serve a deliberately limited number of wealthy individuals and families nationwide. The practice is built on a fiduciary commitment, where the firm acts as an investment advisor representative bound to put client interests first. Its website describes a deliberate move away from large Wall Street institutions and a focus on conflict-free, transparent advice. The firm provides comprehensive financial planning alongside investment management services. Its approach spans retirement planning, estate planning, and tax-efficient portfolio construction. The investment methodology is centered on personalized planning calibrated to each client’s risk tolerance, deploying disciplined professional money management. The firm emphasizes custom solutions for unique situations rather than standardized or product-driven allocations. The firm operates from a single location at 106 South Tampania Avenue in Tampa and lists Gary Garcia II as its sole named professional. There are no additional offices or disclosed team members. No adjacent vehicles, philanthropic foundations, or external investment vehicles are mentioned. The firm’s website states it serves clients across the country, but no specific figure on assets, client count, or deployment has been disclosed. 3G Wealth’s primary structural differentiator is its status as an independent RIA. By forgoing the broker-dealer affiliation common among wealth managers who emerged from large banks, the firm claims a posture where investment expenses are controlled and conflicts of interest are avoided. The business is a single-advisor practice focused on multi-generational guidance, with Gary Garcia II as the sole decision-maker and client-facing operator.