About Us |
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Garrett Moretz | Financial Advisor
With more than 25 years of experience in financial services, Garrett Moretz is a Christian wealth manager dedicated to helping clients steward their resources with wisdom, integrity, and purpose. Grounded in biblical principles, Garrett Moretz provides comprehensive financial planning and financial management tailored to each client’s goals and values.
Over the course of his career, Garrett Moretz has guided individuals, families, and business owners through every stage of wealth management—including retirement planning, investment strategies, estate design, and charitable giving. His proven expertise, combined with a faith-based approach, ensures that clients not only grow and protect their wealth but also create a legacy that honors God and blesses others. For Garrett Moretz, financial success is about more than accumulation—it’s about stewardship. Each plan is designed with the conviction that resources are a gift to be managed wisely, shared generously, and invested with eternal perspective. Outside of serving clients, Garrett Moretz is actively involved in church, community service, and disaster relief and enjoys family time and travel. |
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Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
We Love To Meet New People!
Contact Us
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MAIN OFFICE
347 North Main Street, Suite 201, Mooresville, NC 28115 Serving the following states: NC, SC, VA, CO, FL, KS, OH, TN, |
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CALL US
(704) 799-8011 |
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