Magee Joins MGO Wealth Advisors

Kurtis Magee

Kurtis Magee

MGO Wealth Advisors, an affiliate of Los Angeles-based Macias Gini & O’Connell (FY17 net revenue of $53.6 million) announced the addition Kurtis Magee to the wealth management team. Magee will be joining the MGO Wealth Advisors Los Angeles office where he will provide investment management, retirement planning, estate planning, cash management and other wealth management services for a variety of clients.

“We are thrilled to announce that Kurtis Magee is joining our firm as a Wealth Advisor,” says Robert Roman, the CEO and managing director of MGO Wealth Advisors. “Kurtis’ experience and planning capabilities will enhance our current value proposition and further boost our service level to all of our clients.”

Most recently, Magee was a Financial Advisor at a large wealth management firm where he built a list of high net worth and ultra-high net worth clients. He joined MGO Wealth Advisors after seeing the advantages to the firms’ holistic approach to wealth management. MGO Wealth Advisors focuses on a highly personalized service rooted in proven tools, technologies and investment practices.