MGO Private Wealth helps high-net-worth individuals and families to grow and protect their financial legacy. Our unique approach and proximity to Southern California media centers has positioned our firm as a leading choice for athletes, artists, entertainers and industry executives.

Our process begins with clear understanding of our client’s unique needs and aspirations. From that foundation, we develop a highly tailored strategy that accounts for the full spectrum of our clients’ financial matters. We understand that what we discuss is intensely personal. We know that in order for you to share your thoughts with us, we have to earn your trust. Earning and honoring your trust is an ongoing endeavor at MGO Wealth Advisors. We know that our clients share more of themselves over time as their trust in us increases, we don’t rush the process, we adapt to your level of comfort in the process.

A common challenge in the field of wealth management is the misalignment of goals and strategies among the professionals advising the client. Simply put, advisors often don’t talk to each other. Over time, our experience has demonstrated that there were gaps, or contradictions, in the advice that our clients were receiving from their various advisors that created potentially harmful circumstances. In order to address those gaps, we created the Round Table of Advisors. The goal of the Round Table is to review your accounts, goals and objectives from the perspective of each professional; your tax advisors, estate planners, business managers and attorney. At the heart of this approach is a single strategy, created to reflect your unique goals. Through Round Table meetings, and constant communication, we strive to ensure that the advice from all of your counselors is coordinated to achieve your objectives.

Finance

MGO Private Wealth

Robert Roman

Bruce Frankel

Charles Young

Todd Lunsford

MGO Private Wealth's CEO and Executive Team includes Todd Lunsford and 3 others.

CEO and Executive Team

About

Team members

Other teams at MGO Private Wealth

Leadership Team