MGO Private Wealth Unveils Refreshed Brand With New Web Presence and Name Change

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Firm Announces Strengthened Team And Enhanced Offerings

“Louis Barajas brought the firm patented systems and methodologies that have helped the Private Wealth division grow in scope and drive capabilities in new and exciting directions during a unique moment in the history of financial markets", says Robert Roman, Partner, MGO Private Wealth.

MGO LLP, one of the fastest growing CPA & Advisory Services firms in the nation, announced a new website and refreshed brand for its boutique asset management firm, MGO Private Wealth.

MGO Private Wealth helps high-net-worth individuals and families grow and protect their financial legacy. Their unique approach and proximity to Southern California media centers has positioned the firm as a leading choice for athletes, artists, entertainers and industry leaders. The firm’s comprehensive and savvy approach offers innovative products with expert solutions for the full spectrum of client’s financial matters, paired with a white glove service approach.

“The brand refresh and name change better represents what we do here at the firm. Following Louis Barajas joining earlier this year, our fast-growing Private Wealth management team has been able to greatly expand the resources we provide our clients and add new perspectives to the firm’s portfolio,” says Robert Roman, Partner, MGO Private Wealth. “Louis brought patented systems and methodologies that have helped the Private Wealth division grow in scope and drive capabilities in new and exciting directions during a unique moment in the history of financial markets. It was indeed fortuitous timing to be able to grant clients access to a more robust advisory team, empowering them to better navigate the complex dynamics in the current environment,” he continued.

Through its network of channel partners, which include family offices, venture capitalists, private equity, entrepreneurs and real estate firms, MGO Private Wealth offers game-changing insights, structured investments, alternative investment access, asset allocation, and portfolio construction services of the same quality as Wall Street firms, but expertly customized to the unique needs of their clients.

“Our open architecture coupled with the level of personalized service means that MGO Private Wealth is uniquely positioned to provide the highest quality to help clients navigate this challenging market environment and find strategic investment opportunities,” says Louis Barajas, MBA, CFP®, EA and Partner, MGO Private Wealth. “These uncertain times require innovation, agility, and resilience to not only navigate market turbulence, but also enrich people’s lives through smart and effecting planning. That is why we are uniquely positioned to bring a comprehensive, holistic approach to our work, allowing our clients to live the full and prosperous life they have worked so hard to achieve.”

ABOUT MGO LLP
One of the fastest growing professional services firms in the country, MGO combines deep industry expertise with proven accounting and advisory solutions to deliver tangible results. Our clients range from global technology and life science leaders to public companies and innovative start-ups – from the largest government entities in the country, to the biggest names in entertainment. MGO is ranked as one of the top CPA firms in the nation by Accounting Today and Inside Public Accounting, and the firm was awarded the ‘Best of Accounting’ designation in Client Satisfaction by the independent research firm

For further information, please contact:
Lorna Donohoe
+1 (310) 746-2174    
ldonohoe@mgocpa.com

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Lorna Donohoe
@mgocpa
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