Matthew P. MacMichael Sr.Matthew P. MacMichael Sr.Executive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About Matthew
Matthew P. MacMichael Sr. is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
As the managing principal of The Phil Scott Group, Matthew is responsible for the strategic direction of the team, ensuring the delivery of a high-caliber client experience. With more than 25 years in wealth management, he offers an intuitive understanding of client priorities, fostering a culture of engagement, responsiveness and customization.
A highly experienced Wealth Advisor, Matthew provides tailored advice and guidance to wealth creators and their families, helping them anticipate key inflection points in their finances. He offers the knowledge he has gained from advising an accomplished clientele, including company founders, entrepreneurs, senior executives, entertainment professionals, and athletes. To each relationship, Matthew brings focused attention, practical insight and genuine enthusiasm for his work.
As a member of the team's Investment Committee, Matthew contributes to the management of its proprietary investment program, which features a long-term track record. He notes that for many clients, sustaining a predictable cash flow is integral to their peace of mind after selling a business, entering retirement, or navigating unpredictable income streams in entertainment or professional sports—a goal advanced by the team's disciplined investment approach.
Matthew joined J.P. Morgan Wealth Management in 2023. Earlier, he served as Managing Director and Wealth Manager at First Republic Private Wealth Management. Matthew's experience also includes more than eight years with Merrill Lynch, where he was a Managing Director and Market Executive overseeing the Pacific Northwest region. He began his career in a family-owned investment advisory practice that he would later purchase and sell to a major Wall Street firm.
Matthew earned his B.S. in Finance and Economics from Liberty University, where he was a member of the Division I Men's Soccer Team and served as class president. He also studied International Business at Oxford University in England.
Active in philanthropic causes, Matthew supports organizations dedicated to the well-being of women and children in his community, as well as cancer research.
Matthew and his wife divide their time between Medina, Washington, and Scottsdale, Arizona. They enjoy spending time with their son and daughter.
Insights
Insight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowInsight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowJuly Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now