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At Motz Wealth Management, we create a client-advisor partnership that is based on your specific needs. However, we generally take the following steps when we begin a new client relationship:

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24 Mainland Rd., Unit 4, 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, GA, NJ, NM, OK, PA, SC, & TN.  Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Cambridge and Motz Wealth Management are not affiliated.

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