Matt Magee joined mFORCE Capital after nearly five years at WPWealth, where he served as a wealth advisor and manager. As a financial advisor, Matt helps high-net-worth and ultra-high-net-worth families bring their investments, tax planning, estate planning, insurance, and long-term goals together under one coordinated strategy. His goal is to simplify complex financial decisions and give clients confidence in their financial future.
Matt is a CFP® professional and a graduate of Texas Christian University, where he earned a degree in marketing. He holds the Series 7, 63, and 65 securities registrations, as well as his insurance license.
When not working, he spends time with his wife, Erin, and two kids. In his free time, he loves golf and is an avid podcast listener.
