G Squared Private Wealth

G Squared Private Wealth

G Squared Private Wealth launched in 2019 when George Georgiades and Victoria Greene left large financial institutions to build an independent fiduciary practice in Bryan-College Station. The founding thesis was that multi-generational families in Texas's energy and agricultural corridors needed a single roof for retirement planning, estate structuring, and portfolio management — without the product-push incentives of a wirehouse. The firm serves business owners navigating liquidity events and retirees requiring income-engineered balance sheets. Greene's team holds designations from The Wharton School, Tuck, Texas A&M's Mays Business School, and Harvard Business School. G Squared deploys capital across public equities, fixed income, private credit, and real estate using a risk-aware, defensive framework. The firm's publicly visible commentary, cited via appearances on CNBC's 'The Exchange' and 'Morning Call,' frames a strategy that blends opportunistic equity exposure with hard-asset and credit tilts. The firm runs a nine-person team from its College Station headquarters with no additional offices. Georgiades and Greene lead a credentialed staff that includes three CFPs, a CFA, a CIMA, a CEPA, and a JD. The group operates an in-house newsletter and maintains a lean, high-conviction structure suited to families needing generational transfer mechanics rather than institutional-scale capital deployment. No adjacent philanthropic foundations or club-deal vehicles are publicly named. G Squared's structural differentiator is that it is an independent RIA in a secondary Texas market targeting legacy-family wealth — a posture that avoids the conflict-ridden architecture of bank-owned wealth-management arms. The firm holds a fiduciary standard of care and can build portfolios without proprietary-product mandates, which matters acutely for clients managing concentrated single-stock positions or real-asset legacies. Greene's public-media presence as CIO serves as both a client-education channel and an institutional stamp for a firm whose internal investment committee is small enough to execute tactical shifts within a single meeting cycle.