You may have read a poem in high school English class by Robert Frost called The Road Not Taken.
The poem reflects on choices we all face in life and the impact those choices can have. It's a poem set in nature, as the narrator describes being in the woods, contemplating which of the two roads to take. If you've read my articles, you know that I often find myself in the woods (with Rudy) deciding which trail to take. So I can relate.
As it turns out, I have also been contemplating two life roads for some time now and would like to let you know that I have decided to retire as an investment advisor as of June 30th this year.
I have mixed emotions about my decision. On the one hand, I truly enjoy working in the investment industry, helping people attain their financial goals. It has been a pleasure to get to know you, my clients, and I appreciate the trust you have placed in me over the years to guide and inform your financial decisions. On the other hand, I have discussed and written so much about retirement that I think I am ready to take some of my own advice and try it out. I am ready to work much less and play much more.
What does that mean for you? As a WT Wealth Management client, you have the benefit of an experienced team far beyond just me (you were introduced to many of them in the email sent to you earlier this year, which you can access here). I have worked closely with Dave Johnson, President of WT Wealth Management, Ryan Stuart, Business Director, and my other advisor colleagues to determine which advisor will be the absolute best fit for you given your unique situation. My goal is to meet with you and the recommended advisor over the next few weeks to introduce the two of you and see if the fit "feels right" for you. During our initial meeting, your new advisor will schedule a one-on-one follow-up meeting to get to know you better. I encourage you to share your financial goals with them as you have with me over the years. I have full faith and confidence your new advisor will work with you to meet those goals and assist you with anything you may need regarding your portfolio going forward.
The decision to retire and spend more time pursuing my passions beyond investing was a difficult one for one reason only – you my clients. I consider many of you more than clients, even friends and hope you will keep in touch as I move into this next phase of my life. I look forward to working with you to ensure the transition is as comfortable and seamless as possible for you. I also hope that you continue to actively choose and follow the life road that makes you the most fulfilled. Because I firmly believe that makes all the difference.
If you have any questions for me, you can email me at
firstname.lastname@example.org or call (520) 204-1058.
You can also schedule a meeting directly with me using this link: Schedule with Matt
Matt Haertzen, CFA, CFP