I founded Mitz Wealth Management, LLC, a Registered Investment Adviser firm in Washington State*, in February 2019, after a 17-year career with a large insurance and financial services company.
What I learned during my time there that led to my decision to leave and start my own independent firm, and most importantly, brought clarity of purpose, is:
I want to make a living doing work that matters, for people who care.
I want to make a living building and deepening relationships, to
help people make their best better.
At Mitz Wealth Management, we believe that personal performance has a greater potential impact on financial outcomes, than investment performance. Investment performance is important, but it's personal performance as it relates to financial behaviors, habits, and choices, that leads most of us to have the resources to invest to begin with.
In sports, what drives performance more than anything, is the coach / athlete partnership. We believe this is as true in the work that we do with our clients, that the advisor / client partnership, has the greatest potential to positively affect personal financial performance and lead to successful outcomes.
It is a partnership. It requires empathy, openness, transparency, trust-worthiness and trust-willingness.
Let’s be fully independent fiduciaries, always acting in the best interest of our clients. Let's be free of the conflict of interests of arbitrary insurance sales quotas and one-size-fits-most investment portfolios.
This is Mitz Wealth Management.
- Ian G. Mitz
* State registration does not constitute an endorsement of the firm by the State of Washington, or any other governing body, nor does it indicate that the adviser has attained a particular level of skill or ability.