logo client login

slogan

 

 





At Motz Wealth Management, we use a secure, online system to help us manage your wealth and monitor your financial plan. Our comprehensive, integrated financial management system allows us to track all of your assets and evaluate your progress toward your goals. And with 24-hour online client account access, you'll have constant access to your financial plan and asset information. Our online client vault even provides a safe space to store copies of important documents, such as wills and trusts, as well as a way to securely share files and reports.  The Motz Wealth Management system gives you the tools you need to become better organized and form a holistic view of your financial life.

 

 

 

 

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.