From the bottom of my heart, thank you. I’m writing this to all FMWMG clients. I am writing this to let you know how much you mean to me professionally and personally. Here is our “Client Service Calendar” to show you a behind the scenes look at what we do as a firm- for you (and in case any of your friends or family are inquiring about our services). Catherine will reach out soon to schedule our year-end strategic review.
I am genuinely thankful for every sunrise. A bit “poetic” but let me explain- As you may be aware, my life changed - a lot - this past year.
January 2019 - My grandmother passed away. She lived a long and amazing life. Although her passing was not a shock, the timing was unexpected. I am thankful for the relationship I had with her. I am thankful that a confluence of events allowed (mandated) my family the chance to live with her for an extended period when we moved to Ohio some 25 years ago. My Dad had an executive role lined up with a bank in Ohio that fell through days before we hit the road north on I-75 (the wrong way). I remember that “thankful” wasn’t high on the list of emotions everyone was feeling at the time.
February 14, 2019 - I left Wells Fargo to pursue my ultimate dream of running my own portfolio management firm, focused solely on improving financial outcomes for clients. I am thankful for my time at the large institutions, which allowed me to truly understand everything I did - and definitely DID NOT - want my dream firm to look like. One of my Dad’s favorite sayings was “You can learn as much or more from bad managers.” I am thankful he always reminded me of that.
March 24, 2019 (Sunday) - My dad died. The word “unexpectedly” doesn’t quite fulfill the immensity of the situation. I reckon “World Shattering” might get us a little closer to understanding. I am thankful for every second I had with him. We were very close. He lived four miles away. He called me every single day on his way home from work. We texted comical observations of everyday life many times a day. We got together at least once a week so he could play with his grandkids. He was 64 - would have been 65 in September - and targeting retirement this year in order to pursue all his retirement dreams. I am thankful that for the better part of his working life he enjoyed his job, but I am more thankful that he inspired me to pursue more. He always said, “Well if I have to work, this is one of the jobs I would choose.” I am so thankful (and very lucky) that I never think about retiring. I never want to stop doing what I get to do every day. This has been both an anchoring and driving force that has allowed me to move forward through this tumultuous (a.k.a. completely bat-crap crazy) year.
March 25, 2019 (Monday) - The day after. My wife and I decided that we would break the news to the kids after school. My brother stayed with Mom, so I knew she was taken care of. So, I came to the office for the morning. I read a handful of research reports and watched a bit of market coverage through the morning. I had been planning a mass marketing and outreach to old clients who had not decided to come with me. I was going to reach out, again, to all the clients I was allowed to contact and do my best to bring as many accounts over as I could. Plans changed. The thought of a much smaller, much more custom investment focused firm was fully crystallized on this day. I am thankful for your trust and loyalty. Without our best clients (all of you), I would not have had the opportunity to come and do the things I am best at and love to do most, every single day. Thank you for allowing me to help guide you and your finances through the coming years. It is my passion, my obsession, and my “happy place”.
First-quarter through Present Day - Catherine came with me. I am so thankful for this. As you may know, she does all the real work and without her, I do not know if I would have had the confidence to make this leap. As I look at alternative histories, if I had to face the death of my father while still working “for the man,” things would have been much worse. Our favorite and best clients decided to join us on our new mission. We have received many fantastic referrals of like-minded humans who we are honored to now call clients and friends. I am thankful to the point of feeling indebted to you all for introducing me to the important people in your lives.
My wife Dana - She didn’t just support my decision to go independent, she vehemently encouraged it. Thank you, Dana. She and the kids (Sean and Avery) are the engines for my fighter jet. It would take pages upon pages to properly thank them, so I will leave it here: thank you for being everything I need and my biggest supporters.
For the confidence you have placed in me, to walk with you through the coming years… you are the reason I come to work every day. Thank you!
Breandan Kelly is the Founder and CEO of Fort Myers Wealth Management Group. He has over two decades of experience working in the financial industry. He is focused on improving client outcomes through enriching client education and understanding client expectations. Breandan believes that pursuing an active risk management strategy is the best way for clients to pursue their goals. Schedule a complimentary call with Breandan atfmwmg.as.me/call.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.