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iStock_000012523897XSmallAre you interested in working with Motz Wealth Management? If so, we offer a complimentary "get to know you" meeting for prospective clients. During this no-obligation meeting, we sit down and discuss your specific needs and concerns to help both of us determine if our firm is a good fit for your situation. If you are unable to join us for an in-office meeting, we offer web meetings for those clients who are located in other towns or other states.

To learn more about Motz Wealth Management and to schedule an introductory meeting, please complete the form below.

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Client Forms

If you do decide to take advantage of our financial planning services, please feel free to review the following form to get a better sense of what information we might request from you to develop your personalized, comprehensive plan.

Click here for more information about our fees and minimum portfolio size.

 

 

140 Clemens Rd., Suite 102, Harleysville, PA 19438

Phone:  215.513.6240      Fax:  215.513.1614

Email: admin@motzwealthmanagement.com

Website: www.motzwealthmanagement.com

Securities offered through Cambridge Investment Research, Inc. A registered broker/dealer.

Member FINRA & SIPC to residents of FL, MA, MO, NC, NJ, NM, OK, PA, & TN.  Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Cambridge and Motz Wealth Management are not affiliated.