Discover Your Wealth Potential

Through our partnership with Awoye Capital, you gain access to a comprehensive suite of financial services. Take the free quiz to get personalized Wealth Planning recommendations best suited for you!

Legacy-Focused Wealth Management with MBG360 x Awoye Capital

Exclusive Perks, Provided by the Best

  • Trusted advisors with 7, 24, and 66 Licenses

  • Business Planning Certified

  • Retirement Planning Certified

  • Celebrity Foundation Expert

  • Backed by David Wield, ex-Chairman of the NASDAQ Stock Exchange

Build a personalized portfolio strategy designed to grow your wealth with purpose

We help you understand your unique risk profile so your plan reflects your comfort, goals, and future

Plan for retirement with a tailored formula customized to your unique needs

    • Personalized Investment Planning
      Get expert guidance to build a portfolio that grows with your goals.

    • Retirement Planning That Fits Your Life
      Craft a long-term plan that honors your lifestyle, family, and future.

    • Insurance Strategy Support
      Understand what coverage really matters and get tailored recommendations.

    • Risk Tolerance Assessment
      We help you make confident decisions by aligning your plan with your comfort level.

    • Access to Alternative Investments (like sports, beauty, and more)
      Available based on qualifications.

    • MBG360 University
      Lifetime access to our full suite of financial education tools and training.

    • Optional Add-On Services
      Get support with tax filing, bookkeeping, income summaries, and more — when you need it.

Your Money. Your Moves. Our Blueprint.

MBG360 Essentials

Everything you need to manage your money, led by a licensed advisor.

Holistic Planning
Retirement, investments, insurance, made for your life.

Exclusive Access
MBG360 University + curated investment opportunities.

Personalized Guidance
Tailored advice from a dedicated financial advisor.

    • Kickoff Onboarding Session
      Start with a personalized intro to align your goals and build trust with your dedicated Financial Advisor.

    • Two Advisor Meetings Per Year
      Bi-annual check-ins to review progress, adjust strategies, and keep your plan evolving with you.

    • Tailored Investment Planning
      Expert guidance to build a portfolio aligned with your current goals and future dreams.

    • Retirement Planning, Your Way
      Plan for the future you want, not just what you’ve been told to expect.

    • Insurance Planning You Can Understand
      Get clear, confident guidance on coverage that fits your life and your loved ones.

    • Risk Tolerance Assessment
      Know your comfort zone so your plan works for you, not against you.

    • MBG360 University Access
      Real-life financial education made for women like you, not Wall Street.

    • Add-On Service Access
      Optional help with taxes, income summaries, bookkeeping & more when you need it.

    • Alternative Investment Opportunities (based on qualifications)
      From sports to beauty, explore options that reflect your interests and values.

Personalized Wealth Strategy in Just One Session

Get the plan, skip the commitment.

Built by Awoye Capital in partnership with MBG360, our One-Time Financial Planning session gives you a full financial checkup and a personalized, actionable plan, without the long-term commitment.

Perfect for anyone ready to take control of their money with clarity and confidence.

Full Financial Diagnostic
Understand your income, spending, net worth, and lifestyle habits in one clear snapshot.

Custom Roadmap
Walk away with a plan that’s built around your goals, values, and timeline. No cookie-cutter advice.

Smart Risk & Investment Guidance
Get clarity on your insurance coverage, investment mix, and how to optimize your portfolio.

24/7 Access to Your Plan
Track your goals, view your custom roadmap, and stay organized with on-demand access to your secure client portal, powered by eMoney for 1 year.

Strategy Across Life Stages
Plan for retirement, homeownership, college savings, or business launches with expert support.

Invest in Your Future and Save 40%

MBG360 University isn’t just financial education; it’s a comprehensive experience tailored to the culture. Plus save 40% when you invest in an annual membership.