Entities

MGO Wealth Advisors

MGO Wealth Advisors

Industry
Founding Date
1987

MGO Wealth Advisors is an investment management firm that helps high-net-worth individuals and families grow and protect their financial legacy. It works to have a clear understanding of its client’s unique needs and aspirations. From that foundation, MGO develops a highly tailored strategy that accounts for the full spectrum of its clients’ financial matters.

WEALTH ADVISORY SERVICES


GOAL PLANNING

  • Education funding
  • Vacation funding
  • Future major purchases


CASH MANAGEMENT


PHILANTHROPY

  • Charitable gift planning
  • Development of gifting strategies
  • Charitable structures


ASSET AND INVESTMENT MANAGEMENT


RETIREMENT PLANNING

  • IRA rollover and distribution planning
  • Income projection analysis
  • Fixed income strategies
  • Qualified plan design and compliance


ESTATE AND SUCCESSION PLANNING

  • Wealth transfer and tax reduction
  • Charitable gifting
  • Trust services