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Greg Wilson CFA, CFP, MBA

Greg Wilson CFA, CFP, MBA

Greg Wilson is the Founder and Managing Principal of 323 Wealth Management LLC.  Greg has spent over 20 years in the financial services industry.  Prior to founding 323 Wealth Management LLC, he worked in the Park Cities area in Dallas advising high net worth clients and helping them achieve their financial goals and dreams.  Greg enjoys seeing the look in his clients' eyes after showing them that they have achieved a financial goal, whether it be retirement, sending a child to college, traveling, caring for others, etc.

Where Do You Want Your Future Financial Roadmap to Take You?

Bringing Your Entire Picture Together: One Piece at a Time

Life is full of milestones. Starting your career, getting married, growing your family, starting a business, and retiring are just some of the amazing things we experience.  We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate life.

At 323 Wealth Management, we approach your financial picture from a wide-angle lens and build long-term, trusted relationships, while working to pursue your goals. To us, you’re not just a number or one portfolio of many. You're our priority, and we have built our firm around helping you succeed. Contact us today to get started.

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Our Services

Focused on You

Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.

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Designed for You

A New Approach to Planning

Planning for only one life event would be like having only one puzzle piece and expecting the entire picture to come together. We utilize a comprehensive approach to help you design your masterpiece.

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Take control and learn about where your money can go today

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