"Life is short, time is never enough." - A client of ours.

MZ Capital is a fee-only Registered Investment Advisor, which acts as an independent fiduciary wealth advisor for clients. Michael Zhuang, its principal, is a regular contributor to Morningstar.

MZ Capital is also a DFA-approved advisor, having access to Dimensional funds - the best institutional asset-class funds.

Our Clients

Most of our clients are successful professionals or business owners in their prime earning years. They come to us because their work and family obligations leave them little time to take care of their hard-earned wealth. They come from all over the country because they want recognized expertise. For them we have a consultative high net worth wealth management process to align their resources with their goals and values and help them achieve all that is important to them.

Our Investment Approach

We base our investment approach on David Swensen's philosophy that investment success requires a rigorous decision-making framework. Therefore, our first step in helping our clients begins with prudent investment planning.

Our Network of Specialists

We are able to add substantial value to our clients also because we have a network of top-notch specialists in every domain (tax planning, estate and business planning, asset protection, etc.) who are ready to offer their expertise. This network is especially valuable to high-net-worth clients who live in areas that lack access to world-class experts.

Focus on Relationship

We strive to be the family wealth guardian, trusted financial counselor and investment expert for our clients. We recognize that without a long-term relationship, we simply can not deliver what we strive to. Therefore we only accept clients who want a long-term relationship with us.

Discovery Meeting

Let's find out if we are a good fit, email info@mzcap.com to schedule a Mutual Discovery Meeting (or phone call) with us.