MGO Private Wealth

MGO Private Wealth

MGO Private Wealth was formed in 2016 as the registered investment advisor arm of MGO LLP, a Sacramento-headquartered accounting firm that grew through a series of regional mergers after its 1987 founding. The firm operates from Irvine, California, and serves individuals, high-net-worth families, trusts and business entities drawn largely from MGO's existing tax and attest client base. That embedded CPA-firm architecture means the wealth business begins most engagements with a multi-year view of the client's tax return — an informational advantage that shapes portfolio construction from day one. The firm provides both discretionary and non-discretionary investment management alongside comprehensive financial planning. Asset-class exposure typically spans publicly traded equities, fixed income, alternative investments and private-market strategies accessed through third-party managers rather than direct deals. The office does not run its own commingled funds or branded private-equity vehicles; it operates as an open-architecture allocator, selecting external managers based on each client's tax profile and liquidity needs. Geographic focus is domestic, concentrated on the West Coast and Southwest markets where MGO's accounting practice maintains its deepest client relationships. The broader MGO network counts more than 200 professionals across offices in California, Las Vegas, Denver and New York, though the wealth-management group's dedicated headcount has not been publicly broken out. No separate philanthropic foundation or affiliated club-deal vehicle is known to exist under the MGO Private Wealth banner. The firm is structured as a standalone RIA sharing a brand and client pipeline with the accounting partnership, a model that places it in a growing cohort of CPA-driven wealth managers competing with regional banks and independent RIAs for tax-sensitive HNW households. MGO Private Wealth's structural differentiator is its direct adjacency to a large public accounting firm. Most RIA teams buy lead lists or recruit referral networks; MGO's advisors receive introductions from partners who already prepare the client's returns, audit their business, or manage their estate-planning entity structure. That flow creates a built-in due-diligence filter — the accountant knows the liquidity events, the concentrated stock positions and the divorce risk before the first portfolio meeting takes place.