Robert is one of the most prominent wealth and business managers in the United States. He has served his broad client-base of executives, celebrities, athletes and other high-net-worth individuals for over 20 years, bringing clarity and focus to their complex financial situations. Robert’s approach is rooted in the ideas of “Listen, Understand, Plan and Execute.” By putting his clients’ needs first, Robert works to simplify their lives by coordinating a team of advisors to work collaboratively toward one goal: achieving the client’s personal and financial objectives.
Today, Robert Roman is known as a leading financial advisor in the entertainment and sports industries. His holistic service model is focused on creating and maintaining efficiencies within his clients’ finances. From financial planning to portfolio creation and asset management, Robert understands that it takes not just financial planning but financial doing to meet the needs of his clients.
Robert started his career at UBS where he spent 10 years catering to affluent high net worth individuals, families and corporations. In 2011, he founded Legacy Private Client Group, a Registered Investment Advisory (RIA) firm, where he built a platform that facilitated holistic solutions. Legacy PCG quickly became one of the fastest growing wealth management firms in California and the US. In 2016 he partnered with MGO to plug in the infrastructure he built as an RIA to further develop his holistic vision and service model.
In 2020, MGO Private Wealth merged with Wealth Management LAB, and now manages over $240 million in assets for influential celebrities, athletes, executives and other high-net-worth individuals.