MZ Capital is an independent commission-free wealth management practice specializing in preserving our clients’ financial freedom and peace of mind. Michael Zhuang, its Founder and Principal, is a regular contributor to Physicians Practice, Morningstar and SeekingAlpha.
Most of our clients are successful doctors, business owners and executives. 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 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. Click the yellow button above to 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. We are happy to explore with you whether or not we can add substantial value.