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Upcoming Events 

  • Half-Time Report and Preparing for Retirement: Social Security - Wednesday, July 25, 2018, 7:00pm at the Hotel Fiesole in Skippack, PA.  More details coming soon!  

  • Planning for a Successful Retirement - Wednesday, August 1, 2018, 7:00pm at the Indian Valley Country Club in Telford, PA.  We are hosting this event in partnership with Nancy Lawrence, EA.  More details coming soon!

 


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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, 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.