Specialties
About Me
Family, truth, relationships, giving, passion, fun, and excellence – these are the values that shape my life.
My family is my foundation and my greatest source of joy. We grow together, laugh together, and love each other deeply. Their unwavering support and love drive me to be the best version of myself every single day. I am incredibly grateful to God for blessing me with Megan, Makinley (born 2013), and Breck (born 2018). They are my everything. I cherish every moment with them and am thankful for the profound impact they have on my life. In 2015 we began our practice with a simple yet powerful mission: to leave everything better than we found it. In 2022, we proudly rebranded as Wayfinder Wealth Strategies, a name that truly reflects our commitment to guiding clients through their financial journeys. We are dedicated to helping individuals and families around the United States achieve financial security and clarity in their life plans. My passion for financial advising began with my own positive experience as a client. Having a trusted advisor who truly cared and supported my financial goals was transformative. It inspired me to provide the same level of care and dedication to my clients. At Wayfinder Wealth Strategies, we are committed to: - Client-Centric Approach: Placing our clients' needs and goals at the forefront of everything we do. - Transparency and Integrity: Upholding honest, clear communication and ethical practices. - Long-Term Relationships: Building meaningful, lasting relationships with our clients. - Holistic Financial Planning: Connecting clients with a network of professionals to enrich their financial lives. Join me on this journey toward financial excellence, where your goals become our goals, and together, we navigate the path to a secure and prosperous future.
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Interests & Hobbies
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Credentials
CFP, RICP, ChFC
Chartered Designations
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Disclosures
Jeremy Moritz uses Wayfinder Wealth Strategies as a marketing name for doing business as representatives of Northwestern Mutual. Wayfinder Wealth Strategies is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance), Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and trust services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. Jeremy Moritz is an Insurance Agent of NM and NLTC, a Registered Representative of NMIS, and an Advisor of NMWMC. There may be instances when this agent represents companies in addition to NM or its subsidiaries. While links to other websites are provided for convenience and information, please be advised that except for information related to NM, the inclusion of, or linking to, other websites does not imply NM endorsement of, nor responsibility for, those websites.