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Matthew Thomas Woods

Waypoint Wealth Counsel LLC

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About Matthew Thomas Woods

Matthew Woods is a financial advisor with Waypoint Wealth Counsel LLC in Atlanta, Georgia. Matthew has been in the financial services industry since 2006, working for a variety of firms, including Morgan Stanley and Citigroup Global Markets Inc. Matthew holds a Series 7, Series 31, and Series 66 license and has a strong background in portfolio management for individuals, financial planning, and selection of other advisers. Matthew also holds a Series 66 license and is a registered Investment Advisor Representative in Georgia.

Firm Information

Matthew Woods is currently registered with Waypoint Wealth Counsel LLC. Waypoint Wealth Counsel LLC is an investment advisory firm based in Atlanta, GA. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. They manage approximately $573 million in assets for 803 clients. Their client base includes high net worth individuals, corporations, charitable organizations, and endowments.
Waypoint Wealth Counsel LLC

3715 NORTHSIDE PARKWAY NW

ATLANTA, GA 30327

$573.07M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Matthew Woods’s Registration & Firm History

GA

04/05/2016 - Present

Waypoint Wealth Counsel LLC (ATLANTA GA)

GA

06/01/2009 - 07/07/2014

MORGAN STANLEY (ATLANTA GA)

GA

12/03/2007 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)

GA

04/02/2007 - 11/28/2007

MORGAN STANLEY & CO., INCORPORATED (ATLANTA GA)

GA

10/06/2006 - 04/02/2007

MORGAN STANLEY DW INC. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 11/04/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/12/2007

Series 31 - Futures Managed Funds Examination

BC

Issued 10/05/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Thomas Woods.
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