Who We Are
Providing financial peace of mind
323 Wealth Management is a boutique wealth management firm serving high-net-worth and affluent families, executives, and business owners with comprehensive financial guidance tailored to their unique circumstances. With over two decades of industry experience and $100+ million in assets under management, we've built a reputation for delivering personalized, fiduciary-first counsel across investment management, estate planning, tax optimization, equity compensation planning, cash flow analysis, college funding, and risk management. Our approach is straightforward: we act as a personal CFO to each client, taking the time to deeply understand your financial picture, priorities, and aspirations so we can craft investment strategies and financial plans that truly reflect your individual needs—not generic solutions.
What sets us apart is our commitment to meaningful, one-on-one relationships. You'll work directly with an experienced advisor who knows your situation intimately, minimizing miscommunication and ensuring your voice is heard at every step. Behind the scenes, we leverage a skilled team of professionals to execute comprehensive strategies with precision and care. Serving clients locally and nationally, we believe that exceptional wealth management is less about complexity and more about clarity, trust, and genuine partnership. Your financial peace of mind isn't just our service—it's our mission in every season of your life.
Greg Wilson, CFA, CFP, MBA
Founder & Managing Principal
Greg Wilson is the Founder and Managing Principal of 323 Wealth Management LLC. Greg has spent 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.
Susan Wilson
Compliance Director
As an owner of the firm, Susan Wilson has always been integral to guiding the vision and mission of 323 Wealth Management. More recently, she has stepped forward to take on expanded operational roles, serving first as our Client Experience Manager and now as Compliance Director, overseeing our firm's internal controls and compliance protocols while championing the client-centered approach that defines our culture.
With more than a decade of operational leadership in highly regulated environments, Susan brings deep expertise in process management, regulatory oversight, and operational excellence. Her background in senior director roles managing large-scale logistics and strict federal compliance translates directly to strengthening our compliance framework. Committed to ensuring 323 Wealth Management operates with integrity, efficiency, and the highest standards of client service, Susan continues to guide the firm toward its mission.
Luke McKee, CFP®
Associate Advisor