Moretz Wealth Management, LLC
Why pick this one
Moretz Wealth Management provides customized retirement income planning and has over 25 years of experience in financial services.
Best for
- retirement planning
- families seeking legacy planning
- clients looking for asset protection
Look elsewhere if
- those seeking purely secular financial advice
- clients requiring rapid turnaround on investments
Specialties
- retirement income planning
- family legacy planning
- asset protection
- extended care solutions
Certifications
- Christian wealth manager
What makes them different
- Garrett Moretz has over 25 years of experience
- focuses on biblical principles in wealth management
- customized retirement income plans for each client
- works with hybrid insurance plans for extended care
- specializes in family legacy planning and tax-free inheritance strategies
- Years in business
- 25
- Serves
- Mooresville, Charlotte, Greensboro, Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 347 N Main St Ste B, Mooresville, NC 28115
- Phone
- 7042302349
- Website
- http://www.moretzwealthmanagement.com/
Services
- financial planning
- wealth management
- investment strategies
- estate design
- charitable giving