Wayfinder Wealth Strategies
Jeremy C. Moritz
Wealth Management Advisor|CFP®, ChFC®, RICP®
Let us help you navigate to your intended destination!
Family is my Rock
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.
Guiding Your Financial Journey with Integrity and Dedication
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 of Northwestern Mutual. 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.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Rotary Club of La Crosse
Jeremy has been a member of the Rotary Club of La Crosse - After Hours since 2012. Rotary After Hours is a group of enthusiastic business leaders bridging generations. We innovate through service, collaboration and action. Our members are dreamers and doers who passionately drive projects to develop our youth, our community and our world.
Here are my areas of expertise
Here are my areas of expertise, which I will use to provide you with customized recommendations that will help you plan for your financial future.
Financial Planning
Retirement Planning & Income Strategies
Life Insurance Strategies
Disability Planning
Education Planning & Funding
Wealth Management
Investment Planning & Strategies
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
