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Matthew Woods

Partner at Waypoint Wealth Counsel

Matthew Woods is a Partner at Waypoint Wealth Counsel, an Atlanta-based wealth management firm.24 He has over 15 years of experience in wealth and asset management, specializing in portfolio management, estate planning, and client advisory services.3

Professional Background

Matthew co-founded Waypoint Wealth Counsel in 2014 alongside Brad McGrew.1 The firm was established to provide independent, fee-only portfolio management and financial counseling services to clients.1

Education and Experience

Matthew's educational background includes:

  • Attending The Lovett School
  • Graduating from The University of Georgia4

His professional experience spans more than a decade in the financial industry, during which he has developed expertise in:

  • Portfolio management
  • Estate planning
  • Wealth management
  • Asset management

Current Role

As a Partner at Waypoint Wealth Counsel, Matthew is involved in:

  • Providing financial advisory services
  • Managing client portfolios
  • Offering wealth management consulting

Location and Connections

Matthew is based in Atlanta, Georgia.45 On LinkedIn, he has over 500 connections, indicating a strong professional network in the financial industry.4

Matthew Woods' LinkedIn profile can be found under the username matthew-woods-14957512, which aligns with the information provided in the query.4

Related Questions

What are Matthew Woods' main responsibilities at Waypoint Wealth Counsel?
How did Matthew Woods and Brad McGrew meet?
What is Matthew Woods' educational background?
How long has Matthew Woods been with Waypoint Wealth Counsel?
What specific services does Matthew Woods offer to clients?
Matthew Woods
Matthew Woods, photo 1
Matthew Woods, photo 2
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Location

Atlanta, Georgia, United States