Company Information

Get to know G3 Wealth Management Group

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.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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G3 Wealth Management Group

South Africa

Founded in

2011 (15 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.