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Matt Magee, CFP® | Financial Advisor

Profile img for Matt Magee, financial advisor at mForce Capital
Fort Worth, TX
Matt Magee, CFP®
Financial Advisor
Advisor and Director of Financial Planning at
mForce Capital

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
Helping Affluent Families and Executives Strategically Grow, Protect & Transfer Their Wealth Successfully managing substantial wealth goes beyond smart investing—it requires precision, strategic foresight, and absolute clarity. As your trusted financial advisor, I specialize in guiding affluent families and accomplished business executives ($3M–$30M+) through the complexities of wealth management with highly personalized strategies designed around your unique goals and values. Why High-Net-Worth Clients Choose Me: 🔹 Personalized Wealth Planning: Custom-built financial strategies aligned precisely with your family's objectives and lifestyle. 🔹 Advanced Tax Efficiency: Proactive, sophisticated tax strategies designed to maximize your wealth and minimize liabilities. 🔹 Legacy & Estate Optimization: Comprehensive estate planning to secure your family's legacy and facilitate seamless wealth transition. 🔹 Transparent, Data-Driven Advice: Clear, analytics-supported insights ensuring you always understand your financial position. 🔹 Comprehensive Financial Management: Integrated oversight addressing every aspect of your financial world, providing you peace of mind. My priority is simple yet powerful: Ensuring your wealth serves your life today and fulfills the legacy you envision for future generations. Outside of my professional practice, I treasure family time with my wife and our two young children, ages 2 and 5. Ready to take confident control of your financial future? 📩 Reach out today: mmagee@mforcecapital.com
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Specialties and Expertise

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Tax Minimization Investment Strategies
High Net Worth Planning
Ultra High Net Worth Planning
Alternative Investments
Wealth Accumulation and Preservation Strategies
Retirement Income

Clientele

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High Net Worth Individuals
Ultra High Net Worth Individuals
Business Owners
Divorcees
Corporate Executives
Entrepreneurs

Credentials and Designations

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Certified Financial Planner™

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Series 65 - Uniform Investment Adviser Law Exam

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Series 7 - General Securities Representative Exam

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Series 63 - Uniform Securities State Law Examination

Education

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Texas Christian UniversityMarketing Year Obtained: 2011

Job History

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mForce CapitalAdvisor2024-Present
WPWealthAdvisor2020-2024
Frost InsuranceInsurance Broker2017-2020
Call BoxAccount Executive2014-2017
Northern EdgeAssociate2011-2014
Quick Facts About Matt
Years of Experience:10 yearsMember since:2025Average Account Size:$2,000,000Number of clients:40

Services Provided

How I help my clients

Tax Planning

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Investment Management

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Financial Planning

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Retirement Planning

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Pricing Models

AUM

Proof of License

SEC Profile
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Fort Worth, TX
Matt Magee, CFP®
Financial Advisor
Advisor and Director of Financial Planning at
mForce Capital
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Advisor Disclosure
Disclaimer: mFORCE Capital is a group of investment professionals registered with Sanctuary Securities Inc, member FINRA and SIPC, and with Sanctuary Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through Sanctuary Securities, Inc advisory services are offered through Sanctuary Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. mFORCE Capital and Sanctuary Securities Inc or Sanctuary Advisors LLC shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This presentation was created for informational purposes only; the opinions expressed are solely those of Theorem Wealth Management and mFORCE Capital and do not represent those of Sanctuary Securities Inc or Sanctuary Advisors, LLC, or any of its affiliates. Sanctuary Advisors do not provide tax or legal advice. This material was not intended or written to be used or represented to any entity as tax advice or tax information. Tax laws vary based on the clients' circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisors for any related questions. Member FINRA/SIPC.
Profile last updated: 07-25-2025
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