Launching a Private Wealth Advisory Practice (and a niche podcast!) with Matthew Wang, USMA ‘06

Apr 11, 2023 | 10X Vets, USMA

“I wanted to build my business from the ground up… having the power to choose the clients you work with, figure out how you want to build your business strategically and for the long-term. It’s been exciting… doing it all from scratch.”  -Matthew Wang, USMA ‘06

After graduating from the United States Military Academy at West Point and serving as an active-duty military intelligence officer in support of Operation Enduring Freedom, Matthew Wang transitioned into finance. Matthew completed the Bank of America Veterans Associate Program and then continued on to work with Bank of America’s Global Markets institutional clients. He now works as a Private Wealth Manager with Merrill Private Wealth Management and is currently building out his team of financial advisors at The Wang Group.

In this episode, we discuss:

  • Matt’s path from getting out of the Army to becoming a private wealth advisor
  • Oh Six Answers—the Podcast Matt is launching that is focused on reconnecting his USMA ‘06 classmates ahead of their 20-year reunion
  • The different financial advisor opportunities at Merrill
  • The approach Matt is taking to build out his team of advisors at The Wang Group
  • Different strategies Matt uses when working with high-net-worth clients and their families

Matthew is looking to connect with individuals who can help him service his clients. His goal is to build a team of military veterans who now work in finance and come from a variety of investment specialties. We enjoyed learning from Matthew about what it is like to work with individuals and families with $10 million or more in net worth and how he helps them in managing their wealth. Thank you for sharing your expertise with us!

Connect with Matthew:

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Special thanks to Matthew for joining me this week. Until next time!

-Scott Mackes, USNA ’01

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