MZ Capital Management - Consultative Wealth Management
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Wealth Management Firm Independent Fee-Only
     

MZ Capital is an independent fee-only wealth management practice helping clients build wealth so they can live a good life doing what they do best and enjoy most. Michael Zhuang, its Founder and Principal, is a regular contributor to Physicians Practice, Morningstar and SeekingAlpha.

Our Clients

Most of our clients are doctors, or business owners, or divorced women. They came to us because they want to be liberated from the burden of taking care of their finances. We serve as their personal CFO and family wealth guardian, to help them address all areas of their finances: wealth preservation, tax mitigation, wealth protection, wealth transfer, business succession and charitable planning.

Our Investment Approach

Our investment approach is based on Nobel Prize winning research of Eugene Fama and the philosophy of David Swensen and Warren Buffet. In accordance with this approach, MZ Capital's first step in helping its clients begins with drafting a personal investment plan. The plan is then implemented with the best institutional asset-class funds.

Independence and Organizational Strength

Our clients especially value our independence from Wall Street and their way of doing business. That's the core of our business model; to be free of conflict of interest and to be free to pick the strongest institutions and best domain experts to serve your overall financial needs.

Focus on Relationship

We strive to help our clients accomplish many of their life-long goals. We do so, in part, by only accepting clients who are committed to a mutually beneficial long-term relationship.

Discovery Meeting (or Phone Call)

Let's find out if we are a good fit. Schedule a free discovery meeting (or phone call) with us.

Second Opinion Review

If you already have a financial advisor and are not sure if he/she is doing a good job for you, schedule a free second opinion review with us.


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