Wayfinder Wealth Strategies

Website Contact the business

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 you 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.

10/21/2026

No matter which tier you find yourself in, I’m ready to meet you where you are and help you create a plan. So wipe your tiers, I got you.

10/20/2026

Note to self, don’t let your money get in the way of next year’s new you. Reach out to me and we’ll make sure you’re set up to start the year off on the right financial foot.

Saving for your child’s education can feel overwhelming—but you don’t have to figure it out alone. A 529 plan can be a h...
10/19/2026

Saving for your child’s education can feel overwhelming—but you don’t have to figure it out alone. A 529 plan can be a helpful tool, and I can help you decide how it fits into your broader financial plan. http://spr.ly/6181BGUAsc

10/16/2026

Want to find the right game plan for your finances (and still keep your nose)? I can help you build stability for your future and let go of what's not working. If that sounds nice, let’s chat.

Here’s everything you need to know about your first appointment with me. It’s straightforward, simple, and easy. Let’s g...
10/07/2026

Here’s everything you need to know about your first appointment with me. It’s straightforward, simple, and easy. Let’s get started.

10/01/2026

When you’re feeling like life is a little off-balance, remember—you can’t control everything, but you can control your financial plan. Let’s get started on yours today.

No one can predict exactly what retirement will look like. That’s why having a plan that can adapt matters. Let’s talk a...
09/28/2026

No one can predict exactly what retirement will look like. That’s why having a plan that can adapt matters. Let’s talk about ways to create flexibility and confidence for whatever retirement brings. http://spr.ly/6186BGdYuC

09/28/2026

Financial spirals were so last year. I’m ready to meet you where you are, ask better questions and uncover more opportunities to help you flourish.

09/23/2026

To-do lists never end, but the right financial plan can make them feel less overwhelming. Don’t crash out, let’s meet and discuss your next steps.

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

Alerts

Be the first to know and let us send you an email when Wayfinder Wealth Strategies posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Wayfinder Wealth Strategies:

Shortcuts

Share

Category