We offer Consultative Wealth Management for families and individuals.

Wealth Management means having clients' financial challenges solved and their financial situations enhanced on a continuous basis.

In its simplest form, Consultative Wealth Management comprises three phases:

  1. Using a consultative process to establish close relationships with clients in order to gain a detailed understanding of their goals and most important financial wants and needs.
  2. Offering customized solutions designed to fit each individual's needs.
  3. Delivering these customized solutions in close consultation with the clients in a systematic, iterated manner.
 
 

Our Formula

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Investment Management (IM)

When prudently done, it forms the foundation on which clients preserve their hard-earned wealth.


Advanced Planning (AP)

This addresses the range of financial needs beyond investment management:

Tax Mitigation

Using smart planning to mitigate taxes.

 

Asset Protection

Insulating accumulated wealth from catastrophic loss.

Business Succession

Capturing the value of a lifetime of hard work.

Wealth Transfer

Ensuring heirs are well taken care of in any event.

Charitable Gifting

Leaving a lasting legacy.

 

Relationship Management (RM)

This involves coordinating clients' other advisors (attorney, CPA, etc.) to work towards clients' best interests.


 

flourish simply.

Get STarted.

The first step of engaging our firm's wealth management service is to schedule a Discovery meeting. The Discovery meeting helps to get to know each other: we learn about your financial big picture: your wants, needs goals and how MZ Capital can help.