Mitz Wealth Management, LLC is a state registered investment adviser offering advisory services in the State of Washington and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training, nor any form endorsement. 

The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Mitz Wealth Management, LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. 

All written content on this site is for information purposes only and does not constitute investment, legal, or tax advise, nor is it an offer to sell or a solicitation to buy any investment, investment process, strategy, or advice. It has been prepared without regard to the individual circumstances and objectives of persons who read it and may not be suitable for all individuals. Mitz Wealth Management encourages individuals to seek the advice of a professional advisor. The appropriateness of particular advice, an investment, or other strategy depends on a person’s or entities individual or particular circumstances.Opinions expressed herein are solely those of Mitz Wealth Management, LLC, unless otherwise specifically cited. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

You can find more information on this firm's public disclosure and check the background of this firm on the Investment Adviser Public Disclosure site, as well as our most currently filed disclosure brochures (ADV Part 2 Brochures).

You can find more information on Ian G. Mitz's public disclosure on the Investment Adviser Public Disclosure site, and check the background of this investment professional on FINRA's BrokerCheck.

Hyperlinks on this website are provided as a convenience only, and we disclaim any responsibility for the accuracy of information on any other website linked hereto. Information on this website is directed toward US residents only.