Forging the Future: Celebrating 4 Years of Innovation and Independence

Today, I am writing to you with immense pride and gratitude as we celebrate a significant milestone. June 25, 2024, marks the fourth anniversary of mFORCE Capital, a venture born out of a vision to revolutionize the wealth management industry. It’s a journey that coincides with another personal milestone – my 37th year in this dynamic and ever-evolving field.

Over the past four years, mFORCE Capital has been honored with accolades that reaffirm our commitment to excellence and innovation. The Fort Worth Business Press presented us the Wildcatter of the Year Award, celebrating our audacious spirit and unwavering determination. We were also nominated by the Fort Worth Chamber of Commerce for the Small Business of the Year, and received national recognition from Barron’s Magazine as one of the top 1200 Advisors1. These honors are not just awards; they are a testament to the trust and support we have received from all of you.

When we set out to disrupt the stagnant norms of our industry, we envisioned a future where personalized service and cutting-edge solutions would go hand in hand. Today, I am thrilled to share that our vision is becoming a reality. The communities we serve – Fort Worth, Dallas, and Hot Springs – are not just responding; they are thriving. The surge in referrals and growth opportunities is a clear indicator that our approach resonates deeply with our clients.

Our alliance program, designed to bring “best in class” providers to our clients, is flourishing. We are not just meeting needs; we are anticipating them and delivering innovative solutions with a sense of joy and fulfillment. This spirit of innovation drives us to continuously explore new lines of business, ensuring we remain at the forefront of the industry.

Running an independent business comes with its share of challenges. There are days and weeks that test our resolve, but every step reinforces the belief that we made the right choice – for our clients, for our dedicated team, and for my family. Independence has empowered us to tailor our services to meet the unique needs of each client, fostering relationships built on trust and mutual respect.

Looking ahead, we are brimming with new ideas and ambitious plans. The next year, and indeed the next five, promise to be a period of continued growth and innovation. We are thrilled to have you to join us on this exciting journey as part of the mFORCE Capital family. Together, we will continue to redefine what is possible in wealth management.

Thank you for your unwavering support and trust. Here’s to many more years of success, innovation, and making a difference together.

Welcome to the future. Welcome to mFORCE Capital.

Thank you.

Bradley Bruce,
Founder, CEO

Barron’s Top 1,200 Financial Advisors (2014 – 2021; 2023), created by Barron’s Magazine. Last presented in 2024 based on data gathered from Oct 2022 to Sep 2023. No fee was paid to be included in the ranking or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.

Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Adviser. mFORCE Capital is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

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Jul 16, 2025

Smart Tax Strategies for Wealthy Texans: Your Fort Worth Financial Advisors Can Help

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Authored By:
Authored By:

Matt Magee

Director of Financial Planning and Senior Wealth Advisor
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Smart Tax Strategies for Wealthy Texans: Your Fort Worth Financial Advisors Can Help

For business owners, retirees, and corporate executives in Fort Worth and across the U.S., minimizing taxes is key to preserving wealth. Beyond basic tax preparation, proactive tax planning can make a significant difference. Here are essential strategies wealthy individuals are using right now:

Key Tax Minimization Strategies:‍

‍Comprehensive Financial Review:

Understand all your income streams and assets. Complex financial structures built through business ownership require a thorough inventory for effective tax planning.

  • Comprehensive Financial Review: Understand all your income streams and assets. Complex financial structures built through business ownership require a thorough inventory for effective tax planning.
  • Strategic Business Structures & Retirement Plans: Business owners providing consulting services can leverage single-member LLCs. Maximize tax deferral     with Solo 401ks and Cash Balance Plans, especially beneficial for those nearing retirement (e.g., 55+), allowing for substantial income deferral until funds are unwound at age 73.
  • Proactive Estate Tax Planning: Consider future estate taxes, particularly for those with growing wealth in their 40s and 50s. Spousal Lifetime Access Trusts (SLATs) can remove assets from an estate while potentially allowing some income access.
  • Investment Allocation: Prioritize growth-oriented investments over income-producing assets to defer taxes until assets are sold
  • Advanced Planning: Premium Financing Life Insurance: For those certain to face estate tax issues, financing a indexed universal life policy can provide a death benefit to cover estate taxes, with remaining funds flowing tax-free to an irrevocable trust.
  • Shift to Proactive Tax Planning: Move beyond just preparing taxes. Engage with expert financial advisors in Fort Worth to strategically structure your assets and income for long-term tax efficiency.
    • ‍

Working with experienced wealth management professionals who specialize in complex tax strategies can help ensure your hard-earned wealth is protected and grows for generations.

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Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Advisor. mFORCE Capital is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

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