Contact Us


 

Moretz Wealth Management, LLC

 

181 North Main Street, Suite 208
Mooresville, NC  28115


Telephone: 704-230-2349

 

Fax: 704-662-8355

 

E-mail: info@moretzwealthmanagement.com


 

Get Map and Directions


 

 

Our Staff


  Garrett Moretz, PRA, Retirement Specialist/Principal
  704-799-8011
  gwmoretz@moretzwealthmanagement.com


Moretz Wealth Management, LLC
181 North Main Street, Suite 208
Mooresville, NC 28115
Phone: 704-230-2349
Fax:      704-662-8355
info@moretzwealthmanagement.com


Moretz Wealth Management, LLC
290 Glencoe Lane
Mooresville, NC 28117
Phone: 704-799-8011
Fax:      704-662-8355
info@moretzwealthmanagement.com


  Diane Speaker, Executive Assistant Client Services
  704-230-2349
  dmspeaker@moretzwealthmanagement.com




 
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.
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