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MBG360 ESSENTIALS
Meet Your Licensed Advisor
Jordan Awoye, Founder and Managing Partner of Awoye Capital
Learn more about Jordan
Your Wealth. Your Vision. Our Strategy.
Bi-annual check-ins with licensed financial advisors, personalized planning support, and premium educational tools to help you confidently navigate your financial journey with expert guidance every step of the way.
View all my benefitsQ&A: Your Experience, Streamlined
How do I book my onboarding call with my financial advisor?
How do I access my financial education courses?
What if I need to contact my advisor outside of our scheduled meetings?
What’s the best way to get the most out of my membership?
Your Exclusive Wealth Suite Offerings
Expert Advisory
Bi-annual advisory sessions per year (2 total), scheduled at your request to address evolving financial goals.
Investment Planning
Expert guidance by Awoye Capital on building and managing a diverse portfolio aligned with your risk tolerance and long-term goals.
Retirement Planning
Strategies to help you plan for retirement, including timelines, projections, and savings benchmarks tailored to your goals.
Insurance Planning
Professional analysis and recommendations for selecting insurance policies that protect your assets and align with your financial strategy.
Risk Tolerance Assessment
A detailed evaluation of your financial risk profile to inform investment decisions and strategy.
360Âş Digital Curriculum
No jargon. No gatekeeping. Just 17 power-packed lessons designed to help you build real financial confidence, one module at a time.
The Wealth Edit Newsletter
Tap into premium content designed for wealth builders and power players. Get market insights, money news, and first looks at MBG360 releases.
Your Financial Toolkit
Access premium resources and tools designed to support your financial journey. Download, explore, and apply insights that help you build wealth with confidence.
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Sharpen Your Financial Focus.
Your dedicated advisor is here to help you refine your goals, review progress, and plan for what’s next. Let’s make it count.
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