MGD Wealth’s innovative risk profiling approach is designed to tailor your investment strategy by closely aligning your financial needs with a personalized evaluation of portfolio risk.

In this video, Senior Client Advisor Rachel Barlow explains how our refined risk assessment process goes beyond traditional models by focusing on required returns, cash flow needs, and your unique ability to navigate market fluctuations—whether you’re actively earning or in retirement. Designed to protect and enhance your wealth, our method provides clarity and confidence in today’s dynamic market.

Download the comprehensive MGD Wealth Portfolio Risk Management Guide to dive deeper into our strategy.