Bruce Cartwright, CFP^®

What path led you to wealth management?

My passion for numbers/finance, and the desire to help others. Being able to work with clients on a daily basis and build a relationship with them while helping them and their families makes every day enjoyable. This is truly something I know I will enjoy for years to come.

Why did you join TFO Wealth Partners?

I have always enjoyed numbers and helping others. Throughout college, I realized the best way to combine my passion for helping others and numbers would be through wealth management. I began in the wealth management industry by working for Edward Jones but quickly realized that while this was the field I wanted to be in, it was not the right business for me. I came to learn about TFO and its “Why” of helping families. TFO helps families become stronger, closer, and wiser. TFO is held to a fiduciary standard of care that means always acting in the best interest of our clients. I quickly realized there was no other place in the wealth management industry I would want to work.

What most excites you about your work?

Helping families be families, stronger, closer, and wiser, and knowing that every day I am helping a family in one way or another.

What has been your most rewarding career experience?

Working at TFO and being able to help our clients and their families while being surrounded by incredible colleagues. I grew up in a small town that had the motto “It’s the People”. It has always been the people for me.

What personal accomplishments are you most proud of?

I am most proud to have attended and graduated magna cum laude from Hillsdale College.

What are some of your life's biggest influences?

Personally, my parents are my biggest influences. They instilled in me at a young age the value of hard work and how to truly care for others.