WELCOME TO MERTZ WEALTH STRATEGIES, A FINANCIAL ADVICE CENTER.
We believe great advice comes from individuals, not large companies.
12 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, 2022, 2023, 2024 Five Star Wealth Managers.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Information vs. instinct. Are your choices based on evidence of emotion?
Explore the growing influence women wield over the economy with this handy infographic.
This article may help you maximize the benefits of your donation for your chosen charity.
The examples of famous celebrities underline the need for a clear estate strategy.
What kind of auto insurance should you have? Do you know?
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps estimate your federal estate tax liability.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Making the most of surprises is a great reason to work with us.
What does your home really cost?
Want to do more with your wealth? You might want to consider creating a charitable foundation.
What if instead of buying that vacation home, you invested the money?
A special needs trust helps care for a special needs child when you’re gone.