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Moxie Capital
Matt Occhipinti
President and Founder|MBA, CFP®, ChFC®, CLU®, AEP®
Lead a life worth living, build a legacy worth leaving.
Welcome to Moxie Capital
Our Mission and Core Values
At Moxie Capital, our mission is to build a firm that reflects our team's core values of Integrity, ambition, and commitment to work ethic.
Our goal is to be able to provide the highest level of service and results for the most complicated, integrative, and busy clients. We aim to simplify the most difficult and important aspects of our clients lives while providing the most creative strategies to accomplish their goals. That being said, we are people like anyone else. We focus on building deep relationships with our clients. Anything we ask of you will be reciprocated with transparency. Alignment is key for us to serve you.
Client Testimonial
Matt has been a highly valued financial partner of ours for years now and we are very grateful for his guidance and innovative approach! He has made us both feel much more comfortable about our retirement, while also helping us maintain a high quality of life before retirement. We are always impressed with his ability to translate financial terminology to something two engineers can understand and explain the pros and cons of all of our options and let us ultimately decide what is right for us.
We’re top ranked by Forbes!
Forbes has recognized Matthew Occhipinti as one of the Best-In-State Top Financial Security Professionals in Texas for 2023 and 2024. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you.
Forbes Best-In-State Top Financial Security Professionals list (July 2023 and July 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of December 31st of prior year. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
Who We Serve
Moxie Capital is uniquely positioned to serve business owners, entrepreneurs, executives, and retirees who want to outsource their financial planning so they can spend their valuable time in their businesses and with their families.
We help business owners create, grow, and protect the value of their businesses. Our comprehensive business planning services provide the clarity and confidence to help you meet the unique needs of your business with a range of solutions designed for you and your employees
We guide entrepreneurs through the dynamic financial landscape of business ownership. Our personalized approach aims to provide the clarity and confidence to help you manage your finances effectively, empowering you to focus on building your business and legacy.
We lead public company executives through the intricate landscape of executive compensation. Our personalized approach aims to provide the clarity and confidence to help you manage and grow your assets effectively.
We show retirees how to navigate the financial landscape of their golden years. Our personalized approach aims to provide the clarity and confidence to manage your wealth effectively, with the goal of supporting a comfortable and secure retirement.
Client Testimonial
Matt has helped us see that we can prepare for the future without worrying about controlling the process. With Matt’s help we can see the light at the end of our work years.
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.
Helping you live your best life.
Inspiring Action to Maximize Potential
Moxie Capital's commitment is to inspire action and maximize potential for those we work with. We seek to help people realize their dreams with financial security at the forefront. Our goal is to develop long lasting relationships that challenge both the people we work with, and myself as an advisor to better serve the community.
The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4