At Motz Wealth Management, our primary concern is to help you minimize financial anxiety, coordinate and organize your financial & tax affairs, then manage your assets so that you can focus on living a more prosperous life. Through comprehensive planning and compassionate advice, we help you identify your goals and then implement a plan to turn those goals into reality.
Unlike some larger firms, we take the time to really get to know our clients on a personal level, which allows us to provide proactive financial planning services. Melissa enjoys developing deep, long-lasting friendships with each of her clients so that she can understand where they are in life now, and where they hope to be in the future.
We nurture these relationships with our clients because we believe that if we don't truly understand your hopes and dreams, we won't be able to help you get to where you want to be. Instead of generic solutions, we look at your specific situation and present a customized, holistic plan that will help you achieve financial independence. Our primary concern is helping you minimize anxiety, manage your assets and live a more prosperous life.
Our team is focused on making sure that your assets are working for you and that you're on track to achieve the life you want. From investment allocation to debt management to college planning, we evaluate your needs and goals and then develop a clear plan to put you on a path toward total financial wellness.