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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
