What are the opening hours?

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

Wayfinder Wealth Strategies

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United States
Onalaska, WI
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.

08/31/2026

The best financial plans can weather even the worst economic storms. I can help you overcome uncertainty with confidence. http://spr.ly/6182B1xVSa

08/26/2026

Looking for peace, calm, clarity and more? It all comes with the right financial plan, and I can help you get started.

08/24/2026

Youth sports are a big investment—and not always in the ways you might expect. Before the next season starts, it’s worth understanding the full financial picture. http://spr.ly/6184BELqJk

08/19/2026

All these improvements and more could be yours—it all starts with a conversation. Reach out and let’s talk.

08/17/2026

Not designating beneficiaries, forgetting about taxes—it’s easy to make mistakes while writing your will if you’re not careful. Please reach out if you have questions. http://spr.ly/6187BEA0gP

08/13/2026

Trying to check off your bucket list? Let’s create a plan that helps you reach your short and long-term goals so you will have the peace of mind to book your dream trip. Let’s chat and prepare for what’s next.

08/11/2026

When life feels like a lot, listen to your inner voice. Especially if it’s telling you to reach out to me so we can get started on your financial plan.

08/10/2026

Inflation is making this back-to-school shopping season more expensive for most families. Let's talk about how to plan ahead so seasonal expenses don't throw off your bigger financial picture. http://spr.ly/6185BEpDpH

08/05/2026

Take a deep breath. I can help you adjust those numbers so you can be relaxed and calm more than 2% of the time. The right financial plan can help. Let’s chat.

08/03/2026

You’re not falling behind; financial progress looks different for everyone. We can help you move in the right direction. http://spr.ly/6186BDLPCm

Address

Onalaska, WI

Opening Hours

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

Website

https://www.wayfinderwealthstrategies.com/

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