is composed of financial professionals who offer high quality insurance and financial products and services to the individual and business marketplace. Our focus is primarily retirement planning for individuals and business owners.
have extensive experience and knowledge in the products they offer as well as the expertise on how to use those products to provide maximum benefit and protection to the clients we serve. It is our commitment and desire to establish trust and a long lasting relationship with our clients. This commitment has served us well throughout the years. We take pride in knowing that our clients keep returning to us for advice. We are 5 Star Advisors with the Paladin Registry and take pride in adhering to a strict Code of Ethics.
Garrett W. Moretz
is the owner and principal of Moretz Wealth Management, LLC. Garrett W. Moretz is recognized as a leading expert on safe investment alternatives as well as investment management. He is an independent financial advisor who has been helping consumers with tax advantaged investment alternatives for over fifteen years. Garrett has created a service that caters to people who are frustrated with low interest CD’s and are rightfully scared of the crazy and risky stock market but still want higher interest and rates of return. His services help consumers find alternatives to not only safely protect their nest eggs but that also provide many tax advantages and growth. Garrett also specializes in long-term financial planning for pre-retired and retirees, including but not limited to, investment planning and estate planning. Garrett’s business, Moretz Wealth Management, LLC, is based in Mooresville, North Carolina but he services consumers throughout the United States. He is a dedicated family man with a wife, Julie, and three sons, Kessell, Caleb and Noah. Garrett has lived in the town of Mooresville, NC for seventeen years after moving from Huntersville, NC. He is originally from Alexander County in the foothills of North Carolina. Garrett attended both the University of South Carolina and Montreat College in Charlotte, NC where he studied business administration and supervision. He has been affiliated with American Express Financial Advisors of Minneapolis, MN, Synergy Investment Group of Kannapolis, NC and Allegiant Financial of Miami, FL. He is currently affiliated with First Heartland Capital of Lake St. Louis, MO. Garrett is a member in good standing of the Financial Planning Association (www.FPAnet.org). He is also a five-star advisor associated with the Paladin Registry, an exclusive registry documenting the top financial advisors in the industry. His profile can be viewed at www.paladinregistry.com, www.ethicscheck.com and www.fpanet.org.
Moretz Wealth Management, LLC
181 North Main Street, Suite 208 | Mooresville, NC 28115
This web site is for informational purposes only. Always consult your financial advisor, attorney, or accountant before making any financial decisions. Securities offered through LifeMark Securities Corp., Member FINRA/SIPC. Investment Advisory Services offered through LifeMark Securities Corp., a Registered Investment Advisor. Moretz Wealth Management, LLC is not affiliated with LifeMark Securities Corp.. Investment products provided are not FDIC insured or bank guaranteed and may lose value. This web site may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting or tax advice. You may wish to consult a competent attorney, tax advisor, or accountant.