Who We Serve

Whom We Serve

Working with Driven & Successful Professionals

Healthcare Professionals - Business Owners - Educators - C & D Suite Executives - 1st Responders

Here with Logwone Warrior Mitz, we are not looking to serve just anyone and everyone.  In fact, we are only looking to serve folks with the determination and grit (financially speaking) that has allowed them to achieve success in their respective careers.

  • People who love to travel
  • Family Driven mentality
  • People who love animals
  • Ambitious
  • Humble
  • Have household incomes of $175,000+ a year and/or household investable assets of $400,000+ (or expect to in the next 2-3 years)
  • Based in the USA
Does this describe you?
Then we should have an introductory conversation to get acquainted.
Get Started

We Combine Robust Technology With A Human Advisor

Tell us what is important to you.

What stage of life and business are you in?
What is the single most important thing you want your money to do for you?

We help build a highly customized
financial and investment strategy for you.

Based on your hopes, dreams and goals for the future we leverage robust technology with our expertise to build an actionable plan for you.

We then implement and monitor.

Once you are set up we continue to monitor and adjust your planning as life happens.

Our mission:

To help our clients realize their hopes, dreams and goals
with the best solutions based on your specific requirements