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323 Wealth Management

972-810-1414

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    • Home
    • Blog
    • Newsletters
    • Scheduling
    • The 323 Process
    • Tools and Resources
    • Greg Wilson's Bio
    • Designations
    • Contact Us
    • Articles
    • Checklists and Flowcharts
    • Subscribe
    • Archive
    • Disclosure Documents

972-810-1414

323 Wealth Management
  • Home
  • Blog
  • Newsletters
  • Scheduling
  • The 323 Process
  • Tools and Resources
  • Greg Wilson's Bio
  • Designations
  • Contact Us
  • Articles
  • Checklists and Flowcharts
  • Subscribe
  • Archive
  • Disclosure Documents

Financial and Investment Planning tailored to your goals and dreams.

Financial and Investment Planning tailored to your goals and dreams.Financial and Investment Planning tailored to your goals and dreams.Financial and Investment Planning tailored to your goals and dreams.

Helping you plan a bright future!

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About Us

Planning Futures

A Proven Approach

A Proven Approach

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. 

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A Proven Approach

A Proven Approach

A Proven Approach

 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.

Our Process

Why Us?

A Proven Approach

Why Us?

  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 Wilson's Bio

What is standing in the way of your dreams?

    Your Financial Partner

    Greg Wilson

    Greg Wilson, CFA, CFP, MBA (Series 66)

    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.

    Greg Wilson's Bio

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    323 Wealth Management

    2201 Spinks Rd, Suite 270, Flower Mound, TX 75022

    972-810-1414 Contact@323wm.com

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    We are in building 270 at the Caddo Office Building.

    323 Wealth Management LLC

    2201 Spinks Rd, Suite 270, Flower Mound, Texas 75022, United States

    972-810-1414 Contact@323wm.com

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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 


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