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.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
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Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
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In this article, explore the benefits of the Federal Student Grant Program.
When considering life insurance, it's important to understand your options.
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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to compare the future value of investments with different tax consequences.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
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There are some smart strategies that may help you pursue your investment objectives
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Taking your Social Security benefits at the right time may help maximize your benefit.
Learn about the importance of having an estate strategy in this helpful and informative video.
You’ve made investments your whole life. Work with us to help make the most of them.