Jonathan Moritz is specialized in helping clients identify, trace, and recover unclaimed, lost, or inaccessible funds. Whether it’s dormant accounts, overlooked investments, legacy assets, or entitlements stuck in bureaucratic systems, he provides the expertise and network required to reclaim what's rightfully yours. The approach is thorough, discreet, and compliant with all relevant financial regulations — ensuring a smooth, transparent process from discovery to recovery.
Services Include:
“Don’t let geography complicate your wealth. Get clear, connected advice.”