Legacy PCG Email Format

Financial ServicesCalifornia, United States2-10 Employees

MGO Private Wealth is a financial services firm based in Irvine, California, serving high-net-worth individuals and families. The client roster includes athletes, artists, entertainers, and industry executives, reflecting the firm's ties to Southern California media communities. The firm begins by understanding each client's unique needs and aspirations to develop a tailored strategy that covers the full spectrum of financial matters, and it emphasizes building trust as an ongoing foundation. A distinctive element is the Round Table of Advisors, which coordinates input from tax advisors, estate planners, business managers, and attorneys to produce a single, aligned strategy.

It positions itself within the wealth-management sector by focusing on integrated guidance to reduce gaps between advisers. In 2021, leadership changes included Louis Barajas's promotion to President and V. David Russell joining as Managing Director and Head of Family Office Services.

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