At Motz Wealth Management, we believe in wealth management that helps you thrive throughout the stages of your life. We strive to be your lifetime advisor, offering comprehensive financial planning and investment management that adapts with your changing needs. When you work with us, you will be welcomed as our family.
You will find a comfortable office, a receptive team, and an ardent desire to understand you and your life. This is important to us because it helps us adapt your financial solutions to meet your needs, and because we truly have an interest in you and want to see you thrive. We are a financial services firm committed to making our clients feel heard, taken care of, and cared for.
You will find a comfortable office, a receptive team, and an ardent desire to understand you and your life. This is important to us because it helps us adapt your financial solutions to meet your needs, and because we truly have an interest in you and want to see you thrive. We are a financial services firm committed to making our clients feel heard, taken care of, and cared for.
Services
Melissa has over 30 years of experience in investment management, financial planning, and tax planning. She grew up in Abington, Pennsylvania where she attended Abington public schools. After graduating from high school, Melissa worked. Michele is a Team Leader and Client Service Manager at Motz Wealth Management; she shares this position with Pamela.
At Motz Wealth Management, we provide comprehensive financial planning and ongoing investment management with the goal of making your life easier. As your lifetime advisor, we craft a custom-tailored financial plan designed to help you achieve your goals both now and in the future. Update your financial plan and investment portfolio to stay in sync with the changes in your life.
Each of our clients has unique needs, yet they share certain traits. They work with us because they appreciate the comprehensive wealth management services we offer. They value the in-depth conversations and other communications that help us get to know them at a deeper level. And they like the proactive monitoring and advice that anticipates the transitions in their life for increased peace of mind.
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