MGO Wealth Advisors
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
- Cash position analysis
- Accounts payable & receivable strategies
- Credit management strategies
- Short-term investment vehicles
PHILANTHROPY
- Charitable gift planning
- Development of gifting strategies
- Charitable structures
ASSET AND INVESTMENT MANAGEMENT
- Equity
- Real Estate
- Commodities
- International Investments
- Private Equity
- Alternative Investments
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