Wayfinder Wealth Strategies

Wayfinder Wealth Strategies Jeremy Moritz, CFP®, ChFC®, RICP® is a Wealth Management Advisor

As a financial advisor, I run a digital practice across the nation to help people discover and reach their financial goals by acting as their financial co-pilot. My team and I work with professionals, families, and closely held business owners that want someone to assist them throughout the various stages of their financial journey. To start your journey, we need to get to know you and all that yo

u hope to achieve along the way. Once we know the pathway you wish to take, we are then able to educate and recommend different products and services to get you where you want to be when you want to get there. My passion for financial planning started with my families own relationship with our personal financial advisor who taught me how valuable it is to have someone work with you throughout your journey to financial security. They taught me how valuable it is to have someone in your corner who truly cares about setting your family up for success and are able to help you as your achieve all your dreams. That relationship showed me how fulfilling it can be to make a long-term positive impact on others and how giving others the piece of mind that they are taken care of no matter what path your life goes down is how I knew this was my calling in life.

07/17/2026

If you feel stuck, it's understandable. That's why I'm here. I'll meet you where you are and help find opportunities that can get you where you're going.

This economic climate isn’t making anything easy. But that’s why I'm here. You might not be ready for the life you want ...
07/14/2026

This economic climate isn’t making anything easy. But that’s why I'm here. You might not be ready for the life you want to live just yet, but I can help you make a plan to get there.

We’re excited and humbled to announce that Jeremy Moritz of Wayfinder Wealth Strategies has been recognized on the Forbe...
07/13/2026

We’re excited and humbled to announce that Jeremy Moritz of Wayfinder Wealth Strategies has been recognized on the Forbes Best-In-State Financial Security Professionals list for 2026—our fourth consecutive year receiving this honor since 2023.

Achievements like this are only possible because of the trust our clients place in us every day. Thank you for allowing us to serve, support, and guide you as you pursue your financial goals.

We’re grateful for this recognition, but even more grateful for the relationships that make it possible.

Here's to continuing the journey together.

View the 2026 list: http://spr.ly/6181BEpp3T



(Ranking Published July 2026. Data as of December 30 of the previous year. No compensation provided for ranking. Licensing fees apply to use Forbes logo)

Tackling just one financial task each month is a great way to keep your goals on track without feeling overwhelmed. Plea...
07/13/2026

Tackling just one financial task each month is a great way to keep your goals on track without feeling overwhelmed. Please reach out if you'd like to review your personalized plan. http://spr.ly/6180BDml6a

💍❤️ Big congratulations to Almann and Paige on their engagement!What an exciting way to kick off the Fourth of July week...
07/06/2026

💍❤️ Big congratulations to Almann and Paige on their engagement!
What an exciting way to kick off the Fourth of July weekend—with a proposal and a "YES!" 🎉
We're so excited to celebrate this special milestone with you both. Wishing you a lifetime filled with love, laughter, adventure, and plenty of memories with Ripley by your side. 🐾❤️
Join us in congratulating the happy couple!

If you want to cheer on Team USA in person at the 2028 Olympics, let’s talk about how to draft a champion-level trip bud...
07/06/2026

If you want to cheer on Team USA in person at the 2028 Olympics, let’s talk about how to draft a champion-level trip budget. We love seeing you reach your goals with confidence. http://spr.ly/6182B6tSG4

Protecting your family is just one of many benefits life insurance can provide for you and your loved ones. Let’s talk a...
06/29/2026

Protecting your family is just one of many benefits life insurance can provide for you and your loved ones. Let’s talk about other benefits, too. http://spr.ly/6184B890Gw

06/24/2026

You deserve to live with a little more confidence and a lot less second guessing. I can help you get that by helping you set up your financial plan.

Whole life insurance can be a key component of your financial future. Let’s talk about how we can structure it to enhanc...
06/22/2026

Whole life insurance can be a key component of your financial future. Let’s talk about how we can structure it to enhance your overall plan. http://spr.ly/6189BDGClf

06/17/2026

The right financial plan makes it easier to feel confident about what’s next. I can help you put one together that would impress any dad.

Address

Onalaska, WI

Opening Hours

Monday 7am - 5:30pm
Tuesday 7am - 5:30pm
Wednesday 7am - 5:30pm
Thursday 7am - 5:30pm
Friday 7am - 3pm

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