As our clients are aware, we are pleased to announce the transition of the Georgiades Group, now known as G Squared Private Wealth, from Merrill Lynch and into the independent space.
Our valued and longstanding clients will enjoy the same dedicated service from our core team and, through the transition to independence, they will also be introduced to new private wealth capabilities and a more client-centric, boutique experience.
It has always been our vision to operate free from the restrictions and corporate requirements of a parent institution and have the flexibility to utilize ‘best-in-class’ providers to tailor personalized solutions within a conflict-free advisory structure. This vision has been realized through a strategic partnership with Sanctuary Wealth, an innovative hybrid RIA, and we’ve taken the opportunity to launch G Squared Private Wealth with a refreshed brand, a new website and expanded capabilities for our clients.
We are looking forward to sitting down with each of our clients to introduce them to the benefits and opportunities available to them as a result of this transition.