WELCOME TO MERTZ WEALTH STRATEGIES, A FINANCIAL ADVICE CENTER.
We believe great advice comes from individuals, not large companies.
10 year Five Star Wealth Manager award winner.
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 look for ways that help protect and grow your money efficiently.*
"It is not what you earn, but what you keep that matters."
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@mertzwealth.com.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021 Five Star Wealth Managers.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Try these activities to keep your brain sharp.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Is your estate in order? This short quiz may help you assess your overall strategy.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your capital gains tax.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Do you know how to set up your financial goals for success? This knight does.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
An amusing and whimsical look at behavioral finance best practices for investors.
$1 million in a diversified portfolio could help finance part of your retirement.