3G WEALTH MANAGEMENT, LLC
TAMPA, FLORIDA

3G WEALTH MANAGEMENT, LLC, TAMPA

3G Wealth Management 3G Wealth Management’s founder, Gary Garcia, believes that regardless of the size of the company or the investment portfolio, that clients are looking for the same thing—an honest relationship with a professional who genuinely values their needs and concerns. There are always things that happen in life that we cannot control or plan for, we help you prepare for the unplanned as well as the planned. We provide comprehensive financial planning and investment management services to a limited number of wealthy individuals and families across the country. 3G Wealth Management is committed to building and maintaining your trust in us so that you have the confidence to live life to the fullest. We are structured as an independent Registered Investment Advisor (RIA) which represents a deliberate choice to move away from the environment of traditional brokerage and investment banking firms. As an RIA, the firm has a fiduciary duty in how it manages each client’s wealth. We work hard to provide solutions for each client and their unique situation. Our goal is to explain what your options are in a way that is easily understandable, before your plan is implemented. 3G Wealth Management’s founder, Gary Garcia, believes that regardless of the size of the company or the investment portfolio, that clients are looking for the same thing—an honest relationship with a professional who genuinely values their needs and concerns. There are always things that happen in life that we cannot control or plan for, we help you prepare for the unplanned as well as the planned. We provide comprehensive financial planning and investment management services to a limited number of wealthy individuals and families across the country. 3G Wealth Management is committed to building and maintaining your trust in us so that you have the confidence to live life to the fullest. We are structured as an independent Registered Investment Advisor (RIA) which represents a deliberate choice to move away from the environment of traditional brokerage and investment banking firms. As an RIA, the firm has a fiduciary duty in how it manages each client’s wealth.

KEY FACTS ABOUT 3G WEALTH MANAGEMENT, LLC

Company name
3G WEALTH MANAGEMENT, LLC
Status
Active
Filed Number
P17000065773
FEI Number
82-2441474
Date of Incorporation
August 4, 2017
Age - 7 years
Home State
FL
Company Type
Domestic for Profit

CONTACTS

Website
http://3gwealthmanagement.com
Phones
(813) 817-2705

3G WEALTH MANAGEMENT, LLC NEAR ME

Principal Address
106 S Tampania AVE,
TAMPA,
FL,
33629,
US
Mailing Address
4419 W VASCONIA ST,
TAMPA,
FL,
33629,
US

See Also

Officers and Directors

The 3G WEALTH MANAGEMENT, LLC managed by the one person from TAMPA on following positions: Chief Executive Officer

Gary G Garcia Ii

Position
Chief Executive Officer Active
From
TAMPA, 33629





Registered Agent is Gary G Garcia Ii

From
TAMPA, 33629

Annual Reports

2024
March 18, 2024
2023
January 28, 2023