Garrett W. Moretz

Owner and Principal

Gerrett W. Moretzis the owner and principal of Moretz Wealth Management, LLC. Garrett W. Moretz is recognized as a leading expert on safe investment alternatives as well as investment management. He is an independent financial advisor who has been helping consumers with tax advantaged investment alternatives for over fifteen years. Garrett has created a service that caters to people who are frustrated with low interest CD’s and are rightfully scared of the crazy and risky stock market but still want higher interest and rates of return. His services help consumers find alternatives to not only safely protect their nest eggs but that also provide many tax advantages and growth. Garrett also specializes in long-term financial planning for pre-retired and retirees, including but not limited to, investment planning and estate planning. Garrett’s business, Moretz Wealth Management, LLC, is based in Mooresville, North Carolina but he services consumers throughout the United States. He is a dedicated family man with a wife, Julie, and three sons, Kessell, Caleb and Noah. Garrett has lived in the town of Mooresville, NC for seventeen years after moving from Huntersville, NC. He is originally from Alexander County in the foothills of North Carolina. Garrett attended both the University of South Carolina and Montreat College in Charlotte, NC where he studied business administration and supervision. He has been affiliated with American Express Financial Advisors of Minneapolis, MN, Synergy Investment Group of Kannapolis, NC and Allegiant Financial of Miami, FL. He is currently affiliated with First Heartland Capital of Lake St. Louis, MO. Garrett is a member in good standing of the Financial Planning Association ( He is also a five-star advisor associated with the Paladin Registry, an exclusive registry documenting the top financial advisors in the industry. His profile can be viewed at, and

Phone 704-230-2349
Fax 704-662-8355