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