G3 Wealth Management Group is an independent wealth management firm based in Houston, Texas. Founded on the principles of integrity, objectivity, and a commitment to client success, the company provides comprehensive financial planning and investment management services. They utilize a proprietary planning model called The G3 Process® (Goals, Gaps, Game Plan) to create customized strategies for clients, focusing on areas such as wealth accumulation, retirement planning, and legacy distribution. The firm operates as a member of Kestra Private Wealth Services, offering securities and advisory services through Kestra's affiliated FINRA/SIPC member entities.

Founded in

South Africa