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Professional Profile
MBA from the Carlson School of Management, University of Minnesota.

CFA Charterholder

Lecturer of Finance at the Eller College of Management, University of Arizona.

Former Chief Investment Officer, Idaho State Endowment Fund, State Insurance Fund and Judge’s Retirement Fund - $1.0 billion combined.

Former Equity Portfolio Manager, Washington Trust Bank - $600 million.
Community and Volunteer
Volunteer Instructor at Osher Lifelong Learning Institute.

Former Board Member, Phoenix CFA Society.

Career Day Presenter, Northland Preparatory Academy.
More about Matt
Matt's son recently graduated from Northland Preparatory Academy in Flagstaff and will be attending Northern Arizona University in the fall of 2018.

Matt's wife recently retired from teaching high school, and together they are figuring out how to be empty-nesters and snow birds in Tucson.

In his free time, Matt enjoys golf, mountain biking, camping and fishing.
Full Profile
Matt Haertzen is a Senior Investment Advisor for WT Wealth Management (WTWM). Prior to joining WTWM, Matt was a founding partner of Four Peaks Wealth Management. Matt also serves as a lecturer of finance for the Eller College of Management at the University of Arizona and is a CFA Charterholder.

His investing passion and career success both stem from extensive work experience in the investment community.

After graduating from the University of Minnesota with an MBA, Matt began his career with Ameriprise Financial, where he managed a staff of three analysts supporting the quantitative mutual fund product line. From there, he went on to work for the University of Minnesota Endowment, a $650 million fund where he was responsible for asset allocation and manager selection. Matt then joined a trust company in Washington, where he was responsible for managing $600 million in large capitalization stocks. After his time in Washington, Matt moved to Boise Idaho, where he managed a combined $1 billion in assets for the Idaho Endowment Fund, Judge’s Retirement System and the Idaho State Insurance Fund. Matt then joined Cogent Partners where he designed a global timber fund that traded publicly on the London AIM Exchange.

Currently, Matt is a Senior Investment Advisor for WTWM and a Lecturer of Finance at the University of Arizona.

Matt’s wife teaches high school English and his son, a senior at Northland Preparatory Academy currently, will be attending Northern Arizona University in the fall of 2018. In his free time, he enjoys golf, mountain biking, camping and fishing.
WARRANTIES & DISCLAIMERS

There are no warranties implied.
Any opinions expressed on this website are the opinions of WT Wealth Management and its associates only. Material listed on this website is neither an offer to buy or sell securities nor should it be interpreted as personal financial advice. You should always seek out the advice of a qualified investment professional before deciding to invest. Investing in stocks, bonds, mutual funds and ETF’s carry certain specific risks and part or all of your account value can be lost.

At WT Wealth Management we strongly suggest having a personal financial plan in place before making any investment decisions including understanding your personal risk tolerance and having clearly outlined investment objectives.

View Disclosure
WT Wealth Management is an SEC registered investment adviser, with in excess of $100 million in assets under management (AUM) with offices in Flagstaff, Scottsdale and Sedona, AZ along with Jackson Hole, WY and Las Vegas, NV. WT Wealth Management is a manager of Separately Managed Accounts (SMAs). With SMAs, performance can vary widely from investor to investor as each portfolio is individually constructed and managed. Asset allocation weightings are determined based on a wide array of economic and market conditions the day the funds are invested. In an SMA, each investor may own individual Exchange Traded Funds (ETFs), individual equities or mutual funds. As the manager we have the freedom and flexibility to tailor the portfolio to address an individual investor's personal risk tolerance and investment objectives – thus making the account “separate” and distinct from all others we manage. An investment with WT Wealth Management is not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other government agency. Any opinions expressed are the opinions of WT Wealth Management and its associates only. Information offered is neither an offer to buy or sell securities nor should it be interpreted as personal financial advice. Always seek out the advice of a qualified investment professional before deciding to invest. Investing in stocks, bonds, mutual funds and ETFs carries certain specific risks and part or all of an account's value can be lost. In addition to the normal risks associated with investing, narrowly focused investments, investments in smaller companies, sector and/or thematic ETFs and investments in single countries typically exhibit higher volatility. International, Emerging Market and Frontier Market ETFs, mutual funds and individual securities may involve risk of capital loss from unfavorable fluctuations in currency values, from differences in generally accepted accounting principles or from economic or political instability that other nations experience. Individual bonds, bond mutual funds and bond ETFs will typically decrease in value as interest rates rise. A portion of a municipal bond fund's income may be subject to federal or state income taxes or the alternative minimum tax. Capital gains (short and long-term), if any, are subject to capital gains tax. Diversification and asset allocation may not protect against market risk or investment losses. At WT Wealth Management, we strongly suggest having a personal financial plan in place before making any investment decisions including understanding personal risk tolerance, having clearly outlined investment objectives and a clearly defined investment time horizon. WT Wealth Management may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. WT Wealth Management's website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of WT Wealth Management's website should not be construed by any consumer and/or prospective client as WT Wealth Management's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by WT Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of WT Wealth Management's current written disclosure statement discussing WT Wealth Management's registrations, business operations, services, and fees is available at the SEC's investment adviser public information website (www. adviserinfo.sec.gov) or from WT Wealth Management directly. WT Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to WT Wealth Management's web site or incorporated therein, and takes no responsibility therefor. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.

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