At Motz Wealth Management, we are compassionate wealth advocates for couples and women in transition looking to delegate their financial anxiety. We work with you to understand your unique situation, needs and goals, and then help you minimize anxiety by developing a customized plan for managing your assets.
If you choose to partner with Motz Wealth Management, you can take comfort in the knowledge that you'll have access to a team with decades of experience in financial planning and wealth management. Since 1983, we have been meeting client needs in a timely and caring way through attention to detail, a friendly, personal approach, and an understanding of complex financial, tax, and economic issues. Our team uses holistic analysis and personalized recommendations to help our clients take control of their financial lives.
Each Motz Wealth Management client receives a comprehensive, personalized wealth management plan, which we develop after extensive, in-depth conversations and communications that help us get to know you at a deeper level. We build strong relationships with clients so that we can be proactive when things change in your life or in the markets. Ongoing communication and open, honest conversations allow us to build a specialized financial plan that can be adapted to your changing circumstances. We constantly strive to know what our clients need before they do and believe everyone deserves better than a generic plan. We do this with the goal of putting our clients on the road to financial success. We hope you'll join us on this path.