Whitby Toby

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Tomorrow: 8:30 am - 4:30 am

(713) 781-1475Call Visit WebsiteVisit Website Map & DirectionsDirections7500 San Felipe StHouston, TX 77063 Write a ReviewWrite Review

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Hours

Regular Hours

Mon:	8:30 am - 4:30 am
Tue - Thu:	8:30 am - 4:30 pm
Fri:	8:30 am - 3:30 pm

Whitby Toby

Charitable Giving
Over the past 20+ years, Donnie has focused on providing personalized services to successful business owners, executives, professionals, and their families, in the areas of financial planning, investment management, tax mitigation, estate and trust services, and charitable giving. Additionally, he has extensive knowledge in executive benefits, retirement accumulation and distribution analysis, and more recently the personal purpose process. Every relationship is built around the needs of the individual with success measured by client satisfaction and the attainment of their goals.

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More Info

Payment method: debit, amex, cash, discover, master card, visa
Neighborhoods: Westside, Great Uptown
AKA: Toby Whitby Cfp
Other Link: https://www.logiccapital.com/about
Categories: Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Retirement Planning Services

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Details

Phone: (713) 781-1475

Address: 7500 San Felipe St, Houston, TX 77063

Website: https://www.logiccapital.com/about

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Whitby Toby

Charitable Giving
Over the past 20+ years, Donnie has focused on providing personalized services to successful business owners, executives, professionals, and their families, in the areas of financial planning, investment management, tax mitigation, estate and trust services, and charitable giving. Additionally, he has extensive knowledge in executive benefits, retirement accumulation and distribution analysis, and more recently the personal purpose process. Every relationship is built around the needs of the individual with success measured by client satisfaction and the attainment of their goals.

Investment Management
Logic Capital Management, LLC, is an independent, fee-based registered investment advisory firm providing customized investment management services and personal financial planning solutions.
Wealth Management
Financial planning is in Paige's roots; from witnessing the planning in her home growing up to studying it in college, she knew this was the field for her. With her financial savvy and deep compassion for helping others, wealth management was the perfect path for her to support individuals and families on their journey to finding financial security and confidence. Being a fiduciary to her clients has always been at the core of her work philosophy. Establishing a strong relationship with clients based on loyalty, care and a strong dedication toward financial peace of mind is the very foundation of Paige's work ethic and motivation. After more than twenty years of studying the financial planning process, she brings a unique and highly customized approach to working with clients. Paige believes ongoing planning and counseling are the keys to being a client’s most trusted advisor.

Financial Planning
Logic Capital was founded with the goal of assisting our clients with their financial planning and investment advisory needs based upon a foundation of honesty and trust. We truly care about helping our clients achieve their financial objectives, providing piece of mind throughout the journey.
Retirement Planning
Planning for retirement has many moving parts. We help our clients organize this process, set realistic expectations, consolidate scattered retirement plan accounts and put a plan in motion.
College Funding
CollegeAmerica® is The Capital Group’s 529 college savings plan (sponsored by the state of Virginia) and the American Funds® is an affiliate fund distributor of The Capital Group. The Capital Group and its affiliates (“The Capital Group”) are not affiliated with any advisor(s) whose name(s) appear(s) on this site. Logic Capital Management, LLC (“Logic Capital”) is independently owned and operated. The Capital Group neither endorses nor recommends any particular advisor or investment strategy at Logic Capital. Logic Capital provides investment advisory services for your account. The Capital Group does not review the Logic Capital site, and makes no representation regarding the content of the site. The information contained in the Logic Capital site should not be considered to be either a recommendation by The Capital Group or a solicitation of any offer to purchase or sell any securities.

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