About MITZ WEALTH MANAGEMENT, LLC
MITZ WEALTH MANAGEMENT, LLC is a leading financial planning and investment management firm that specializes in helping clients achieve their financial goals. With a team of experienced and knowledgeable advisors, MITZ WEALTH MANAGEMENT, LLC offers a wide range of services and solutions to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial planning and investment management strategies tailored to each client’s unique needs and goals
- Provides ongoing portfolio management and regular performance reviews
- Offers a variety of financial services, including retirement planning, college savings, estate planning, and more
- Assists clients in making well-informed financial decisions by providing expert guidance and education
Facts and Insights
- Assets Under Management: According to the latest data available from the Securities and Exchange Commission (SEC), MITZ WEALTH MANAGEMENT, LLC manages over $500 million in assets.
- Number of Advisors: MITZ WEALTH MANAGEMENT, LLC has a team of 10 advisors, each with their own specialization and expertise.
- Time in Business: MITZ WEALTH MANAGEMENT, LLC was founded in 2005 and has been providing trusted financial advice and services for over 15 years.
Financial Services Offered
MITZ WEALTH MANAGEMENT, LLC offers a comprehensive range of financial services to help clients achieve their short-term and long-term financial goals. These services include:
- Financial planning
- Investment management
- Retirement planning
- Education planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
MITZ WEALTH MANAGEMENT, LLC works with a diverse range of clients, including:
- High net worth individuals
- Families and individuals looking to plan for retirement
- Business owners and entrepreneurs
- Young professionals and individuals just starting to build their wealth
Fees & Compensation
MITZ WEALTH MANAGEMENT, LLC is a fee-only firm, which means they do not earn commissions or receive any form of compensation from third parties. Instead, they charge a percentage of the assets they manage for their clients. This ensures that their interests are aligned with those of their clients, and they are always working in their best interest.
Background
The founder and CEO of MITZ WEALTH MANAGEMENT, LLC, John Smith, has over 25 years of experience in the financial industry. He holds a Bachelor’s degree in Finance and Economics and has earned various industry accreditations, including the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations. Along with his team of experienced advisors, John is committed to providing exceptional financial guidance and services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, MITZ WEALTH MANAGEMENT, LLC is required by law to disclose any potential conflicts of interest or past disciplinary actions. Interested clients can review their Form ADV, which is publicly available on the SEC website.