For Immediate Release:
Another Half Billion Dollar Team Goes Independent with Sanctuary WealthG Squared Private Wealth becomes the fifth team to join Sanctuary in June
INDIANAPOLIS, IN, July 1, 2019 – G Squared Private Wealth, the four-person investment advisory team led by George Georgiades, CIMA®; and Victoria Greene, CFA®, CRPC®; has joined Sanctuary Wealth. This is the fifth breakaway team to join Sanctuary this month, following the onboarding of Enclave Wealth Advisors, Evans May Wealth, Southern Oak Wealth Group, and Jackson Hill & Fish Private Wealth Advisors, totaling almost $3 billion in new assets in one month, bringing the firm’s total AUM to almost $11 billion.
G Squared Private Wealth is a Houston-based group, with a 32-year history in the private wealth management industry. The extensive capabilities of its team are rooted in the expertise of its founding partners and its associates.
Prior to their independence, Georgiades and Greene together managed over $455 million in client assets at Merrill Lynch. In 2018 and 2019, Georgiades was named to the Forbes Best-In-State Wealth Advisors list for Texas.
“A driving factor in our decision to go independent was our team’s unrelenting commitment to acting in the best interests of our clients. After looking at many models and partners, I am thrilled to say we will be empowered to serve our clients and achieve our goals at Sanctuary. Its Partnered Independence model is exactly what we were looking for in a strategic partner,” said managing director Georgiades.
“It’s exciting and humbling to look back and reflect upon how much Sanctuary has grown since it was founded over a year ago. The success we have is a direct result of the individual teams that have joined us. Each boasts unique expertise, deep insights, and unmatched integrity, and G Squared is no exception,” said Sanctuary Wealth founder and CEO Jim Dickson. “I look forward to watching the exponential growth this powerhouse team will achieve when they are able to leverage all the tools and services within the Sanctuary framework.”
More information about G Squared Private Wealth can be found at G2PW.com.
About Sanctuary Wealth
Sanctuary Wealth, a $10 billion partner-owned global wealth management firm, brings together an elite network of wealth advisors of the highest caliber, handpicked for their experience, fiduciary mindset, and unparalleled performance levels. These talented advisors operate with their clients’ best interests as their primary focus, backed by Partnered Independence℠. Partnered Independence℠ ensures Sanctuary Wealth advisors have comprehensive support in all aspects of serving their clients and growing their businesses. Through its subsidiaries, Sanctuary Securities and Sanctuary Advisors, Sanctuary Wealth offers a comprehensive menu of products and services to individual and institutional clients.
Debora Lima, Director of PR