Comprehensive Financial Planning
3G Wealth Management’s founder, Gary Garcia, believes that regardless of the size of the company or the investment portfolio, that 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 we cannot control or plan for, we help you prepare for the unplanned as well as the planned. We provide comprehensive financial planning and investment management services to a limited number of wealthy individuals and families across the country.
Skill & Judgement
We offer unbiased, conflict-free 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 judgement of a professional, avoiding conflicts of interest, disclosing all material facts and controlling investment expenses.
A Fiduciary Duty
3G Wealth Management is committed to building and maintaining your trust in us so that you have the confidence to live life to the fullest. We are structured as an independent Registered Investment Advisor (RIA) which represents a deliberate choice to move away from the environment of traditional brokerage and investment banking firms. As an RIA, the firm has a fiduciary duty in how it manages each client’s wealth.
Six Key Fiduciary Duties
- Serve the client’s best interest
- Act in utmost good faith
- Act prudently – with the care, skill and judgement of a professional
- Avoid conflicts of interest
- Disclose all material facts
- Control investment expenses
The foundation of our client relationships is trust. We are committed to ensuring that your needs will be understood and respected while providing the highest level of service and risk-appropriate investment performance.