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Motz Wealth Management System

At Motz Wealth Management, we use a secure, online system to help us manage your wealth and monitor your financial plan. Our comprehensive, integrated financial management system allows us to track all of your assets and evaluate your progress toward your goals. And with 24-hour online client account access, you'll have constant access to your financial plan and asset information. Our online client vault even provides a safe space to store copies of important documents, such as wills and trusts, as well as a way to securely share files and reports.  The Motz Wealth Management system gives you the tools you need to become better organized and form a holistic view of your financial life.