Michael B. McMahon, MBA is dedicated to helping you meet your planning and investment needs. He brings together three core competencies and delivers them to each of his clients. These three competencies tend to encompass the major rubrics of each client's life: Spiritual, Emotional, and Financial.
Mr. McMahon attended Houston Baptist University from 1986 – 1991 where he obtained Bachelor’s Degrees in Theology and Psychology and also a Masters Degree in Psychology.
In 2001, Mr. McMahon obtained a Masters Business Administration with a focus in finance from the University of Houston.
Mr. McMahon started his professional advisory career with American Express Financial Advisors in 2002.
In 2004, Mr. McMahon left American Express Financial Advisors to Join Wealth Development Strategies, LLC. - one of Houston’s oldest and largest independent financial planning firms at that time.
In 2007 Mr. McMahon left Wealth Development Strategies, LLC. and opened Veritas Wealth Management, LLC. Since 2007, Veritas Wealth Management, LLC has grown from one advisor to seven advisors who all work out of one office location in the Houston Galleria area. Veritas Wealth Management, LLC. continues to provide general securities and insurance services to clients and customers. At the firm level, Veritas Wealth Management, LLC. has in excess of $200MM in client assets under management.
In 2012, Mr. McMahon opened VWM Advisors, LLC. – a State (Texas) Registered Investment Advisory Firm that offers investment advice as well as personal and business planning advice and services for a fee. VWM Advisors, LLC. and Veritas Wealth Management, LLC are separate entities wholly owned Mr. McMahon.
In addition to his extensive securities and advisory experience, Mr. McMahon holds the following licenses:
Series 66 - State Securities Registration
Series 7 - General Securities Registration
Series 24 - General Securities Principal Registration
Series 51 - Limited Municipal Securities Principal Registration
Series 53 - General Municipal Securities Principal Registration
Series 4 - Options Principal Registration
Group 1 - State Insurance (life and health) License