Matthew Schwartz, CFP^®

What path led you to wealth management?

I feel like I was bred for wealth management my whole life. I watched my father, who was in this business, be passionate about helping his family and friends. He would help them accomplish their goals and many would thank him for his help. This made me realize that in this business we can truly make a difference in a family’s life. Knowing that we help our clients sleep better at night makes work enjoyable for me.

Why did you join TFO Wealth Partners?

TFO has always been at the forefront of innovation in our industry. I believe the approach we are taking to wealth management is drastically different from other advisers so I knew I wanted to be surrounded by the creative and inventive minds at TFO Wealth Partners

What most excites you about your work?

I get excited for work when I know I am about to see a unique scenario where we have to brainstorm and collaborate as a team to put together a creative solution. I love working through the puzzle and finding a new, individualized solution.

What has been your most rewarding career experience?

My most rewarding career experience has been getting to help my friends and family ensure that the ones that they love and hold closest to their hearts will always be taken care of.

What personal accomplishments are you most proud of?

Getting to play baseball at Saint Edward’s University after coaches told me I wasn’t big enough to play at the collegiate level.

What are some of your life's biggest influences?

My parents have always been my biggest influence. They both had their own ways of teaching me how to be responsible, compassionate, and determined to achieve any goals I set my mind to. Without them continuously coaching me and instilling strong ethical values, I wouldn’t be the man I am today.