About Us
What Drives Us.
Our purpose is to help clients build the financial foundation of a more secure, rewarding life, as well as a lasting legacy.
About Us
An Architecture for Legacy Building.
We understand the path to building a lasting legacy can be populated with unexpected obstacles and extraordinary opportunities. Decisions made today can impact generations of loved ones and we recognize the importance of balancing demands like growing a deep investment portfolio, cultivating philanthropic opportunities and instituting a reliable family governance structure.
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Featured Insights
MarketView
Stocks Mixed Amid Uncertainty
Stocks were mixed last week as worries that stretched from Washington D.C., where prospects of a new fiscal stimulus bill…
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Web Series
The Future Game: From Pro Athlete to CEO
The financial crisis facing many professional athletes has received widespread coverage in recent months, with some publications stating that 60-80%…
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Leadership
Robert Roman
CEO, MGO Private Wealth
Robert is the consummate behind the scenes private wealth manager. He maintains a minimal public profile while orchestrating pioneering wealth planning strategies and investment portfolios for a premier roster of CEOs and founders, high-net-worth individuals and families, and top-earners in entertainment, sports and media. Robert’s approach is built on the knowledge that a client’s financial…
Charles Young
Chief Operations Officer, MGO Private Wealth
As MGO Private Wealth’s Chief Operations Officer, Charles Young is a finance executive with an extensive background in public equity investment management, venture capital and private equity. Charles has particular expertise in fundamental analysis, portfolio risk management and international growth equities. He also has multiple years of experience in the development of growth companies and…
Contact Us
How can we help?
Questions? Let’s talk. Discover a truly unique approach to wealth managment. Call or contact us online to get the conversation started.