WELCOME TO YOUR
WEALTH MANAGEMENT SUITE
Meet Your Licensed Advisor
Jordan Awoye, Founder and Managing Partner of Awoye Capital
Learn more about Jordan
High Touch Money Management by mbg360 x Awoye Capital
From investment strategy to estate planning, with insights on alternative markets. Personalized guidance and private access through our licensed advisory partner. Designed to support long-term financial planning.
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
On-Demand Meetings
Up to 10 personalized advisory sessions per year, 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.
Charitable Giving Strategy
Customized philanthropic planning that supports your values while maximizing potential tax benefits and long-term impact.
Estate Analysis & Planning
Support in structuring your estate to ensure smooth wealth transfer, tax efficiency, and alignment with your legacy goals.
Access to Alternative Investments
Educational insights and curated discussions about alternative sectors such as sports and beauty. Investment decisions should be made with your licensed advisor.
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.
Add-On Services (Optional)
Access to Ă la carte services including income statement summaries, bookkeeping, tax preparation, and more.
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.
Go to resources
Your Legacy, Personalized
Schedule your private session to navigate complex financial goals with bespoke advisory, advanced planning strategies, and elite-level access.
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