Moretz Wealth Management, LLC | Financial Advisor in Mooresville ,NC

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

About

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


Services
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


Compliance
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.



FAQs

Garrett Moretz

Garrett Moretz

Communities Served

NC SC
VA FL
GA TN
OH

Office Hours

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