Broker Check

8100 Penn Avenue South
Suite 175
Bloomington, MN 55431

Jim Mertz

(952) 831-5660

 
The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust It May Be Time for a Financial Checkup How to Bake a Pie-R-A

WELCOME TO MERTZ WEALTH STRATEGIES, A FINANCIAL ADVICE CENTER.

Great advice comes from individuals, not large companies.

We've been voted "Best in Client Satisfaction Wealth Managers" by Minneapolis/St. Paul Magazine for 8 of the past 9 years.  

Mertz Wealth Strategies Inc. is a comprehensive retirement planning firm. We combine our knowledge of investments with our knowledge of the income tax laws to help protect and grow your money efficiently.*

"It is not what you earn, but what you keep that matters."

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Our mission is to help create and maintain wealth for our clients through long-term, effective, asset management. We will build client relationships based on trust, competent professional service, continual communication, and prompt personal service. We will assist our clients in setting financial goals, monitoring these goals, and keeping them informed of the process and achievement of the goals.

We have equipped our business with quality financial services technology and utilize our capabilities to the fullest. These investments in our business have allowed us to give our clients intensely personalized asset analysis, asset allocation, and investment services. Our success is based on research and personalized service. It is for these reasons that new clients come to us and current clients stay with us.

Thank you for visiting our virtual office. If you’d like a face-to-face, no-obligation appointment to see what we can do for you, please give us a call at 952-831-5660 or contact Jim at Jim.Mertz@siionline.com.

*Securities and advisory services offered through SII Investments, Inc. (SII), member FINRA/SIPC and a registered Investment Advisor.  SII and Mertz Wealth Strategies Inc. are separate companies.  SII does not provide tax or legal advice.

The Five Star Wealth Manager Award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed  as a registered investment advisor or a registered investment advisor representative; 2. Actively employed as a credentialed professional in the financial services industry for a minimum of 5 years;3. Favorable regulatory and complaint history review. Please note unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s Complaint process; 4. Fulfilled their firm review based on internal firm standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Educational and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products. The award methodology does not evaluate the quality of services provided. The award is not indicative of the award winner’s future performance. 2673 Minnesota/Twin Cities wealth managers were considered for the award 825 (approximately 21 percent of the award candidates) were named Five Star Wealth Managers. 

Mertz Wealth Strategies, Inc. is a BBB Accredited Financial Service in Bloomington, MN

Helpful Content

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Protecting Those Who Matter Most

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Power of Compound Interest

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