Helping you plan a bright future!
At 323, we believe everyone can be financially successful as long as they have the right plan. Our advisors have helped hundreds of clients by designing and implementing personalized plans to help them achieve their long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? We are happy to help.
At 323, we care about you and your success, so we start by getting to know you and what is important to you. As a financial planner, the financial and investment planning process is the foundation of what we do. We design a plan that is tailored to your goals and dreams. Your communication plan is designed according to your preferences
At 323, we care about you and your success, so we start by getting to know you and what is important to you. As a financial planner, the financial and investment planning process is the foundation of what we do. We design a plan that is tailored to your goals and dreams. Your communication plan is designed according to your preferences. Everything we do is designed to help you achieve your goals and dreams while having us do all the heavy lifting. This takes the stress and worry out of wealth management so you can focus your time and energy on your other priorities.
At 323, our advisors have decades of experience and expertise which allow us to provide a more efficient and effective way for our clients to achieve their financial goals. We do this by balancing ALL of your goals and objectives and by eliminating unnecessary costs.
Greg's career in the financial services industry has been dedicated to serving his clients’ interests above all others. One of our objectives is to take the stress and worry out of our clients' financial lives.
It is never too early or too late to get started on your investment plans. Tell us more about your goals, and we will get started on a plan to achieve them.
2201 Spinks Rd, Suite 270, Flower Mound, TX 75022
Monday - Friday: 9am - 5pm (By appointment)
Saturday - Sunday: By appointment
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323 Wealth Management, LLC is an investment adviser registered in the state of Texas and able to offer advisory services to residents in Texas and in other states as permitted by exemption