Host Jeremy C. Park talks with Brad Bruce, Co-Founder of mFORCE Capital, who discusses his background in wealth management and the establishment of his firm that focuses on personalized financial planning and strategic solutions for business owners. Brad discusses his company's approach as "solution finders" and "connectors," highlighting their expertise in building teams and developing comprehensive financial strategies while leveraging professional alliances, like with Higginbotham. The conversation concludes with details about the upcoming Cowtown Business and Capital Summit being held on February 24, 2026 in Fort Worth, Texas. The event is hosted and underwritten by mFORCE Capital and Higginbotham, along with other businesses, as a giveback and a networking and educational event focused on providing valuable content and connections for business leaders.
mFORCE Capital Founding Story
Brad Bruce, Co-Founder of mFORCE Capital shares his background in wealth management and the company's origins. Brad explains that mFORCE Capital stands for Multi-Family Office, Relationship, and Client Experience. The company was founded four years ago after his 33-year career at a large corporate wealth management firm.
Wealth Management Strategies for Succession
Brad discusses his wealth management approach, emphasizing the importance of planning for business owners' succession and retirement. He highlights his team's expertise in building company teams and developing personal financial strategies, including tax minimization. Brad also describes his firm's unique approach as "solution finders" and "connectors," leveraging alliances with other professionals to better serve clients. He notes current trends such as artificial intelligence and recent legislation, which offer new opportunities for wealth management strategies.
Client Relations and Community Engagement
Brad emphasizes the importance of attention to detail and customization in client relationships, explaining that communication frequency with clients varies based on market conditions and client needs. He highlights the firm's commitment to philanthropy and community engagement, including their work with community foundations and local charities, as a way to give back to the business community that has supported them.
Cowtown Business and Capital Summit 2026
The Cowtown Business and Capital Summit, scheduled for February 24, 2026, in Fort Worth, Texas, is an event focused on providing networking opportunities and educational content for business owners and executives. Brad explains that the event was developed two years ago to offer a different type of industry gathering, emphasizing learning and networking over sales pitches. Last year's event included speakers on various topics like business growth and risk management, with plans to incorporate more networking and AI-focused content this year, along with travel, private planes, and personal longevity. Brad expresses excitement about the upcoming summit, particularly the keynote speaker and the potential for fostering connections among attendees, while emphasizing that the event is a giveback initiative aimed at supporting and strengthening the community. The event is hosted by mFORCE Capital, Higginbotham Insurance and Financial Services, and Hartman Wanzor McNamara Accountants & Advisors.
To learn more about the Cowtown Business and Capital Summit visit https://cowtownsummit.com.
To learn more about mFORCE Capital visit https://www.mforcecapital.com/.