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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In The News
Louis Barajas Featured Live on CNBC
Louis Barajas of MGO Private Wealth joins a panel of financial planning experts to take questions from CNBC viewers on…
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Brochure Download
Download our brochure the provides information about the qualifications and business practices of MGO Private Wealth.
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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…
Louis Barajas
President & Partner
Louis Barajas strives to redefine what it means to be a wealth and business expert. Rather than limiting his scope to the size of the client’s bank balance, investment portfolio, or retirement account, his approach is to show people how to use their finances to enrich their lives. Louis connects with people through their passions,…
Todd Lunsford
Chief Compliance Officer & Director of Operations
Todd Lunsford is a private wealth manager and compliance officer with over 20 years of experience in the wealth management industry. He brings deep financial planning and risk management experience to his role as Chief Compliance Officer for MGO Private Wealth. Todd also acts as a wealth manager, creating highly-customized wealth management strategies for a…
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…
David Russell
Managing Director & Head of Family Office Services
David Russell is a Managing Director and the Head of Family Office Services at MGO Private Wealth. His focus is building out the firm’s multi-family office practice and investment platform, as well as growing the firm’s scope on entertainment, sports, and media professionals. With over 10 years of experience in private equity and private wealth…
Daniel Guillen
Vice President & Partner
Daniel is a partner with MGO Private Wealth and has more than 26 years of experience in the private wealth planning industry. He enjoys serving those individuals, families, small businesses, and institutions neglected by banks and large brokerage firms. He specializes in investment management, personal stewardship, retirement income planning, IRA distribution issues, estate and tax…
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.