Matt-Magee, CFP®
We take your personal finances personal.
Matt-Magee, CFP® · Fort Worth, Texas
Is this you, Matt?
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About
At mForce Capital, we take wealth management personally. We specialize in guiding high-net-worth families and business owners through complex wealth, tax, and estate planning decisions with care and attention that larger firms can’t match. Our approach blends sophisticated investment strategies with tailored, real-world planning so every client feels understood, protected, and empowered to grow and transfer wealth with confidence.
Who they serve
- High earners
- Executives
- Founders
- Pre-retirees
- Real estate investors
- Ultra high net worth
Services
- Alternative Investments
- Cash Flow Planning
- Debt Management
- Estate Planning
- Executive Compensation
- Family Office Services
- Financial Advice & Coaching
- Financial Planning
- Insurance/Risk Management
- Life Transition Planning
- Portfolio Management
- Real Estate Advisory
- Social Security Planning
- Wealth Management
- Asset Allocation
- Business Succession Planning
- Charitable Giving
- College/Education Planning
- Education Planning
- Exit Planning
- Insurance Planning
- Investment Management
- Liquidity & Exit Planning
- Trust Services
Structured record
| Name | Matt-Magee, CFP® |
|---|---|
| Firm | Matt-Magee, CFP® |
| Location | Fort Worth, Texas |
| Fee model | Percentage of Assets (AUM) |
| AUM | $1B - $5B |
| Founded | 2021 |
| Firm size | 6 - 20 employees |
| Affiliation | Hybrid RIA/Broker-Dealer |
| Credentials | CFP |
| Designations | CFP (Certified Financial Planner) · Series 65 · Series 7 |
| Investment approach | Blend of both |
| Website | https://www.mforcecapital.com/ |
| https://www.linkedin.com/in/matt-magee/ |
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Specialties
- Crypto & digital assets
- Real estate investors
- Small business owners
- Retirement planning
- Family wealth transfer
- Pension planning