Financial and Investment Planning tailored to your goals and dreams.
Helping you plan a bright future!
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.
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.
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.
What is standing in the way of your dreams?
Your Financial Partner
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.
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Contact Us
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.
323 Wealth Management
1011 Surrey Lane, Building 200, Flower Mound, TX 75022
Hours
Monday - Friday: 9am - 5pm (By appointment)
Saturday - Sunday: By appointment
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Our local office in Flower Mound!
We are in building 200 at Surrey Ranch.
323 Wealth Management LLC
1011 Surrey Lane, Flower Mound, Texas 75022, United States
Hours
Our thoughts
Our Partners
