Moritz is a dedicated Financial Planner who specializes in sophisticated, tax-efficient retirement and legacy planning for individuals who have accumulated assets over $1 Million.

Educated with a B.A. in Applied Economics & Business, Moritz cemented his leadership experience by successfully running multiple commercial ventures in Germany. This operational discipline and executive background ensure every client strategy is analyzed with unparalleled scrutiny and precision.

Working closely with a designated Investment Management Team, Moritz focuses on the full spectrum of wealth strategy. He is committed to educating clients on advanced optimization—from maximizing tax efficiency and building income streams they cannot outlive to ensuring a robust legacy. Trusted by a substantial client base, his passion is the meticulous work of ensuring you have the absolute best options for securing and growing your financial future.

[email protected]

321-504-8662