Our Services

MBG360 offers a comprehensive suite of financial services tailored to meet the diverse needs of our clients. Our offerings include:

  • Personalized Wealth Management

  • Investment Advisory

  • Financial Education

  • Brand Development

Wealth Management

Assign & managed by an Licensed Advisor

    • Investment Planning: Expert advice on diverse investment opportunities

    • Estate Planning & Analysis

    • Retirement Planning: Crafting long-term plans for financial security

    • Charitable Planning: Aligning financial goals with philanthropic aspirations

    • Access to Alternative investments (ie: Sports, beauty Investment opportunities)

    • Access to Elements Behavioral Finance Tool

    • Stock Market Education

MBG360 Wealth Planning

( Silver)

Do it yourself guided by an Licensed Advisor

    • Two Meetings with an Advisor (Annually)

    • Investment Guidance: Expert advice on diverse investment opportunities

    • Retirement Planning: Crafting long-term plans for financial security

    • Charitable Planning: Aligning financial goals with philanthropic aspirations

    • Access to Elements Behavioral Finance Tool

    • Stock Market Education

MBG360 Wealth Planning

( Gold)

Do it yourself guided by Licensed Advisor

    • Quarterly Meetings with an Advisor (4 meetings)

    • Investment Planning: Expert advice on diverse investment opportunities

    • Estate Analysis

    • Estate Planning (Discounted rate for gold members)

    • Retirement Planning: Crafting long-term plans for financial security

    • Charitable Planning: Aligning financial goals with philanthropic aspirations

    • Access to Elements Behavioral Finance Tool

    • Stock Market Education

MBG360 Wealth Planning

( Bronze)

Do it yourself ( Beginner)

    • Online Community

    • Access to Elements Behavioral Finance Tool

    • Stock Market Education

    • Wealth Building Resources

Business Planning/ Brand Development/ Partherships

Partners

At MBG360, we understand that a strong brand and a solid business plan are crucial for long-term success. Our Brand Development and Business Planning services are designed to help entrepreneurs, influencers, and business owners create a powerful presence in their industry while strategically growing their ventures.

  • Our comprehensive business planning services cover:

    • Market analysis and competitive landscape assessment

    • Financial projections and budgeting

    • Growth strategies and scaling plans

    • Operational efficiency optimization

    • Risk assessment and mitigation strategies

    Book Consultation - coming soon

  • Our brand development services include:

    • Brand identity creation and refinement

    • Brand positioning and messaging strategies

    • Visual branding, including logo design and style guides

    • Brand voice development for consistent communication

    • Digital presence optimization across various platforms

    Book Consultation - coming soon

  • We make sure to get our client & brands we work with the best partnerships. What sets us apart:

    • Unrivaled Connections:

      We've cultivated relationships with industry leaders in Sports, Fashion, Philanthropy, and beyond, giving you access to a world of opportunities.

    • Proven Excellence:

      Our team has worked with the greats, orchestrating partnerships that have redefined success in their respective fields.

    • Tailored Strategies:

       We understand that each brand is unique. Our approach is always customized to align with your specific goals and values.

    • Cross-Industry Expertise:

       Our diverse experience allows us to create unexpected yet highly effective partnerships that set you apart from the competition.

    Book Consultation - coming soon

  • At MBG360, we believe in the power of financial education to transform lives. Our comprehensive curriculum is designed to take you from financial novice to savvy investor, covering all aspects of personal finance and wealth building.

    Core Modules:

    • Introduction to Investing:

    • Learn the basics of the stock market and how to become an investor.

    • Fundamental Analysis: Understand how to evaluate companies and their financial health.

    • Technical Analysis: Master chart reading, including gaps, patterns, and advanced techniques.

    • Options Trading:Explore options contracts, including the Greeks and time value.

    • Market Analysis: Study earnings reports, catalysts, geopolitical factors, and market psychology.

    • Long-term Trading Strategies: Develop strategies for sustainable wealth building.

    • Risk Management: Learn crucial techniques to protect your investments.

    • Day Trading: For those interested in more active trading styles.

    Book Consultation - coming soon

At MBG360, we don't just facilitate partnerships; we architect brand collaborations that drive growth, enhance visibility, and create lasting impact. Let us leverage our connections and expertise to elevate your brand to new heights. With MBG360, you're not just partnering – you're positioning yourself for unprecedented success.

Other Sevices

  • Our coaching services cater to the unique challenges and aspirations of high-net-worth individuals.

    Key focus areas we focus on:

    • Strategic decision-making in both personal and professional spheres

    • Work-life balance optimization for busy executives and entrepreneurs

    • Legacy planning and philanthropic endeavors

    • Stress management and mental wellness techniques for high-pressure environments

    • Relationship dynamics in the context of wealth and success

    We offer personalized, discreet coaching sessions designed to align with your demanding schedule and lifestyle.

    Book Consultation - coming soon

  • Financial education from ModernBlkGirl: Empowering Women of Color in Finance.

    Founded by visionary entrepreneur Tiffany James, ModernBlkGirl is a groundbreaking platform dedicated to empowering women of color in the world of finance and investing. With a mission to bridge the wealth gap and promote financial literacy, ModernBlkGirl has become one of the largest investing groups for women of color worldwide.

    Key highlights of ModernBlkGirl:

    • Educated over 500,000 women globally on stock market investments

    • Facilitated millions of dollars in investments for its community

    • Offers comprehensive education on wealth-building strategies

    • Provides a supportive community for women to learn and grow together

    Through innovative educational programs, hands-on workshops, and a vibrant online community, ModernBlkGirl is revolutionizing the way women of color approach wealth creation. Tiffany James's inspiring journey from turning $10,000 into $7 million in just five years serves as a powerful testament to the platform's effectiveness.

    ModernBlkGirl continues to expand its influence, collaborating with major brands and institutions to create unparalleled financial literacy experiences. With its holistic approach to wealth management and commitment to accessibility, ModernBlkGirl is not just changing lives—it's reshaping the future of finance for women of color.

  • Elevate your brand and amplify your message with our premium public speaking and public relations services. Tailored for high-profile individuals and organizations, we offer:

    • Customized keynote speeches for industry conferences and events

    • Media training to enhance your public presence and interview skills

    • Strategic PR campaigns to build and maintain a positive public image

    • Crisis management and reputation protection services

    • Social media strategy and content creation for thought leadership

    Our team of seasoned professionals works on a project basis, ensuring focused, results-driven outcomes. Whether you're looking to inspire audiences, manage your public persona, or navigate complex media landscapes, we provide bespoke solutions that align with your unique goals and vision.

    Book Consultation - coming soon

  • Estate Planning: Securing Your Legacy and Protecting Your Wealth

    At our firm, we understand that estate planning is a crucial aspect of wealth management for high-net-worth individuals. Our comprehensive estate planning services are designed to help you preserve and transfer your wealth efficiently, minimize tax liabilities, and ensure your legacy aligns with your values and wishes.

    Key components of our estate planning services include:

    • Customized will and trust creation to protect and distribute assets according to your desires

    • Strategic tax planning to maximize wealth transfer and minimize estate taxes

    • Succession planning for business owners to ensure smooth transitions

    • Philanthropic planning to create lasting charitable legacies

    • Healthcare directives and power of attorney arrangements for peace of mind

    Book Consultation - coming soon