Partnerships mean more experts.

Our Wealth Team and institutional partners make sure your assets are protected and your investments are driven by science.

Tax planning specialist

Asset protection specialist

Estate planning specialist

Business succession specialist

Insurance specialist

Charitable planning specialist

Fidelity Investments

Our dedicated custodian for holding client assets. Fidelity guarantees the security of your assets.

Dimensional Fund Advisors (DFA)

Our primary fund manager is founded by two Ph.D. students of Nobel Prize winner Eugene Fama. MZ Capital gives retail investors access to this institution only fund family.

The Vanguard Group

Our preferred fund manager. Based in Malvern, Pennsylvania, Vanguard holds over $5.1 trillion in assets under management.