Consultative Wealth Management Process

Many of our clients are successful small business owners or physicians living in remote/rural areas of the country. They come to us because they want the best expertise in investment and advanced planning not available locally. They distrust large Wall Street firms and value our independence.

We pride ourselves in being the family wealth guardian, trusted counsellor and investment expert for our clients. We add substantial value to our clients' lives in three specific areas:

Investment Planning and Management:

We bring discipline and rigor to the investment decision process.

Advanced Planning:

We make available access to leading experts in the area of:

• Wealth Transfer - Ensuring the efficient transfer of wealth to future generations
• Wealth Enhancement - Integrating creative tax strategies into the planning process
• Wealth Protection - Insulating accumulated wealth from catastrophic loss
• Charitable Giving - Maximizing the benefits of philanthropic activities to help others

Relationship Management:

We follow a systematic process to identify gaps in clients' financial lives. Then, we coordinate the team of experts to close the gaps. In short, we manage the clients' relationship with the experts.

To schedule a Mutual Discovery Meeting (or phone call), send an email to info@mzcap.com with a brief explanation of your situation or call us at 202-556-1689 (Google Voice).