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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
I help high-income investors and executives grow, protect, and transfer wealth. Managing meaningful wealth takes precision, foresight, and clarity. I guide affluent families and accomplished executives with tailored plans built around your goals and values. If you want to get a better feel for my approach, take a look at the Paper Gains Youtube series. Who I serve: Investors with $1 to $10 million in investable assets. Why clients choose me 🔹Build a plan around your life: custom strategies aligned with your family’s objectives and lifestyle. 🔹Keep more after tax: proactive, tax-smart planning that minimizes liabilities and boosts after-tax returns. 🔹Design your legacy: coordinated estate and trust strategies for a smooth, confident transfer of wealth. 🔹Decide with confidence: plain-English, data-driven insights so you always know where you stand. 🔹Coordinate your full balance sheet: integrated oversight of investments, cash flow, benefits, risk, and liquidity. My priority is simple: make your wealth serve your life today and shape the legacy you want for tomorrow. Outside work, I spend time with my wife and our two young children, ages 2 and 5. Ready to take control of your financial future? Email: mmagee@mforcecapital.com
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Specialties and Expertise

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

Clientele

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High Net Worth Individuals
Business Owners
Corporate Executives
Entrepreneurs

Credentials and Designations

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Certified Financial Plannerâ„¢

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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:$2,000,000

Services Provided

How I help my clients

Tax Planning

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Investment Management

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Retirement Planning

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Financial 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: 08-21-2025
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