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 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.

11/02/2026

Whole life insurance can be a helpful part of a long-term financial plan—but it depends on your needs, budget, and goals. Let’s talk through whether it makes sense for you. http://spr.ly/6182BH1XXe

10/28/2026

The financial strategies I use are backed by nearly 170 years of strength and stability. I want to help you get on the right track, so reach out to me today.

10/26/2026

A bonus gives you choices: spend some, save some, have a little fun, pay down debt, or invest for the future. If you’re not sure how to prioritize, let’s talk through the benefits of each option.
http://spr.ly/6182BGssN4

10/26/2026

You spent years building toward retirement. Now’s a good time to make sure your money continues supporting the lifestyle and goals you’ve worked hard to achieve. Review your plan before year-end to provide the clarity and confidence to move into next year with stability and peace of mind.
http://spr.ly/6183BGLZ1f

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.

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.

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.

10/05/2026

You’ve worked hard for your money—don't let fraudsters cheat you out of it. http://spr.ly/6188BGuxOj

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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