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Moretz Wealth Management, LLC
347 North Main Street, Suite B
Mooresville, NC 28115
Phone: 704-230-2349 • Fax: 704-662-8355
www.moretzwealthmanagement.com •

Registered Representative and Investment Advisory Representative of LifeMark Securities Corp., 400 West Metro Financial Center, Rochester, NY  14623  

(585) 424-5672  gmoretz@lifemark.com  Member FINRA/SIPC  LifeMark Securities Corp. is not affiliated with Moretz Wealth Management, LLC.

Investment products provided are not FDIC insured or bank guaranteed and may lose value. This web site may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting or tax advice. You may wish to consult a competent attorney, tax advisor, or accountant.