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This Houston-based firm is an investment advisory firm founded Robert Gilliland, CRPC®, on the belief that the most positive impact on a client is achieved by focusing not only on financial goals, but on life goals. With more than two decades of direct experience, Robert served as Resident Director at Merrill Lynch for over 10 years, guiding clients and directing teams. He was named to the Forbes “Best-in-State Wealth Advisors” list in both 2019 and 2020.

Founders George Georgiades, CIMA®, and Victoria Greene, CFA®, CRPC® launched their Texas-based firm to provide tailored private wealth solutions to families with significant wealth. Before founding G Squared, George and Victoria worked at Merrill Lynch for 30+ years and 10+ years, respectively. In 2018 and 2019, George was named to the Forbes Best-in-State Wealth Advisors list for Texas.

Based in Galveston Texas, the Hardcastle Group joined 6 Degrees Wealth to help simplify the complex finances of executives, business owners and families as the plan for their financial futures focused on the outcomes that are important to them.

Located in East Texas, the team of Max Alvis, Jr. CIMA®, C(k)P®, CPFA, Will ™Alvis, CPFA™, CRPC® and Alexis Hudson Pigg, CDFA™, CRPS® for over 30 years have strived to achieve their mission: always acting for the good of others. Thus the Alteri Group was founded. With the experience of The Alteri Group and the independence of 6 Degrees Wealth Management, we have the ability to adapt in this rapidly evolving world.