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
Finding opportunity in increasing deficits
May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
What’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowWhat’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
How to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowFinding opportunity in increasing deficits
May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read NowJ.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read NowHelping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read NowWhat’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowWhat’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowFamily wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowThe value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowHow to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowApril 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now