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Our Mission:

To Leave Everything Better Than We Found It

As a financial advising team, our goal is to ensure our clients' financial security improves with every conversation, decision, and program we implement. We help our clients experience both immediate and long-lasting positive impacts, granting them the freedom to pursue their true desires without worrying about money.

  • Thorough Discovery Process: We dig deep and pay attention to every detail.

  • Regular Follow-Up: We promptly review goals and showcase our integrity through all our actions.

  • Holistic Value Addition: Beyond products and services, we connect clients with other professionals to enrich their lives. We also seek to have a significant impact on the Coulee Region and beyond.

Why “Wayfinder?”

way·find·er
noun
     1. a sign, landmark, or other indicator used to assist people in navigating to a particular location.

Our name embodies our role and responsibility in our clients' lives. We guide you through your financial journey by:

    • Charting a course
    • Establishing pace
    • Navigating obstacles
    • Helping you arrive safely at your intended destination

Let us help you navigate to your intended destination. Contact us today to start your journey!

Reach your new level of financial confidence.

I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.

Growth and protection together can take you further. Growing wealth. Protecting what matters.

I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road. Here's what I can help you with:

Protection strategies

Wealth accumulation

Managing tax advantages

Optimizing retirement

Leaving a legacy

Charitable planning

We’re Top Ranked by Forbes

Forbes has recognized Jeremy Moritz as one of the top financial security professionals in Wisconsin. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you.

2023 Forbes Best-In-State Financial Security Professionals
Best of La Crosse County 2021
Best of La Crosse County - Financial Advisor award, Best of La Crosse County results are determined by online reader votes during the month of February of the award year. No compensation is provided to be eligible.
Best of La Crosse County 2022
Best of La Crosse County - Financial Advisor award, Best of La Crosse County results are determined by online reader votes during the month of February of the award year. No compensation is provided to be eligible.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

Boost your financial knowledge.