Partnerships mean more experts.
Our Wealth Team and institutional partners make sure your assets are protected and your investments are driven by science.
Our Wealth Team
Tax planning specialist
Asset protection specialist
Estate planning specialist
Business succession specialist
Charitable planning specialist
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.