MVO Private Wealth, LLC

MVO Private Wealth serves a selective group of high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, and closely held business entities, offering discretionary portfolio management, held-away account guidance (Assets Under Advisement), and integrated comprehensive financial planning for clients engaged in discretionary services. The firm also coordinates with clients’ legal and tax advisors and may retain vetted sub‑advisers for specific allocations while retaining overall responsibility for the client relationship.

The firm’s investment approach is bespoke and tax‑aware, combining strategic asset allocation, fundamental security analysis, and probabilistic planning (Monte Carlo) with the selective use of options and derivatives for hedging, income generation, or volatility management on a client‑specific basis. Portfolios are managed on a discretionary basis with ongoing monitoring and reviews calibrated to client complexity and changing circumstances.

Noteworthy aspects include the firm’s recent formation and its reporting of no assets under management at the time of the brochure, an intentionally limited client roster with a stated account threshold, and the recent addition of an Assets Under Advisement service to provide coordinated guidance for held‑away retirement and employer plan accounts. Although owner‑operated with a single principal advisor, the firm is not characterized as a solo practitioner in its filings, a classification that is less common among independent advisory firms.