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Our Mission: to provide great financial advice

At 3G Wealth Management, we provide comprehensive financial planning and investment management services to a limited number of wealthy individuals and families across the country.  Together, we make great financial decisions.

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Comprehensive Financial Planning

Comprehensive Financial Planning

3G Wealth Management’s founder, Gary Garcia II, believes that all clients are looking for the same thing—an honest relationship with a professional who genuinely values their needs and concerns.

There are always things that happen in life that you cannot control.  We help you plan for your goals as well as prepare for the unexpected. We provide comprehensive financial planning and investment management services to a limited number of wealthy individuals and families across the country.

Guidance

Guidance

We work hard to provide customized solutions for each client and their unique situation. Our goal is to explain your options in a way that is easily understood and in your best interest.

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Growth

Growth

Our approach to overseeing your  investment portfolio is based on personalized planning, understanding of risk tolerance, disciplined professional money management, and tax efficiency.

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Generations

Generations

We're prepared to guide you through life's transitions and the financial impact of each decision. We work hand-in-hand with you, always acting in your best interest, as you journey through the many chapters of life.

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Words of Wisdom

"Be fearful when others are greedy, and greedy when others are fearful."

- Warren Buffett

Skill & Judgment

Skill & Judgment

We offer unbiased advice and a commitment to transparency, which serves our clients while building confident, lasting relationships based on trust. As investment advisor representatives, we have a fiduciary duty in how we manage each client’s wealth.

Key fiduciary duties include serving the client’s best interest, acting in utmost good faith, acting prudently – with the care, skill and judgment of a professional, avoiding conflicts of interest, disclosing all material facts and controlling investment expenses.

Meet Our Team

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