Garrett Moretz

Tel: (704) 799-8011
181 North Main Street
Suite 208
Mooresville, NC 28115

About Moretz Wealth Management, LLC

Moretz Wealth Management, LLC has been helping clients achieve their financial goals since 1999. We servie clients in NC, SC, VA, OH, FL, GA and TN. Our goal at Moretz Wealth Management is to protect and grow our clients net worth. We use a unique blend of fixed investments and securities to insure that our clients not only achieve great investment results but also have the assurance that they are protected. We value our client's goals and strive to work with them to achieve those goals, no matter how large or small. We use a holistic approach to working with clients that includes financial and estate planning. Our clients are our number one priority and we value each relationship that we have with those clients. We work for you as your partner to decide what benefits YOU, not us.

13 Years of Experience

General Information
Firm Start Year:   1999
No.of Employees:   5-9
Name of Broker/Dealer:   First Heartland Capital
Name of Custodial Firm:   Pershing
States Licensed in:   NC, SC, VA, FL, GA, TN, OH
Number of Years with Current Firm:   11
I work with the following types of clients:   Individual Investors , Non-Profit Organizations , Businesses , Investment Clubs

Investment Types:   Stocks , Mutual Funds , Bonds , Annuities , Insurance , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office , Via phone , At your office , At your home , Via email

Qualifications & Memberships
Insurance and Annuity Licenses:   Health , Annuity , Disability , Life , Variable Life , Long Term Care , Variable Annuity
Financial Organization Memberships:   Paladin Registry , Financial Planning Association (FPA)

Firm Information
Firm's Number of Clients:   207
Assets Managed by Firm:   $40000000
Advisor's Number of Clients:   207

Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record

Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $25000
Compensation Methods:   Commissions , Based on Assets , Hourly
Fee % Based on Assets:   1
Hourly Rate:   203
Additional Details on Charges:   No planning fee if assets transferred to Moretz Wealth Management.


Garrett Moretz

Garrett Moretz

Communities Served


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 3:30 PM