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See the video from our latest event, Half-Time Report

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mot vid 12

See the video from our Financial Planning for Young Adults event

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half time

See the video from our Forecast: Past & Present event

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Welcome to Motz Wealth Management. At its center you will find Melissa Motz, a wealth manager who reaches out to her clients in an extraordinary way and builds extraordinary friendships. You will come to know that Melissa treats her clients as if they were her own family, and she cares deeply about their financial success. Melissa takes the time to understand her clients’ personal and financial situations and no power on earth could get her to recommend anything she didn’t think was the right thing for her client.

At Motz Wealth Management, we offer proactive, comprehensive wealth management solutions. That means we develop a comprehensive wealth management plan by really getting to know our clients at a deeper level. We contact our clients regularly and systematically so we can be proactive when things change in their lives or in the markets. We constantly strive to know what our clients need before they even do. We believe that our clients deserve better than a generic plan and that can only happen if we have regular communication.

We believe that hope, along with faith and love, are essential to life. Hope is what you do when you feel you have no control. Bring your hope to us. We form a strategy that is made up of specific steps to convert your vision into a plan for the future. We take the journey together.



140 Clemens Rd., Suite 102, Harleysville, PA 19438

Phone:  215.513.6240      Fax:  215.513.1614

Email: admin@motzwealthmanagement.com

Website: www.motzwealthmanagement.com

Securities offered through Cambridge Investment Research, Inc. A registered broker/dealer.

Member FINRA & SIPC to residents of FL, MA, NC, NJ, NM, OK, PA, & TN.  Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Cambridge and Motz Wealth Management are not affiliated.