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

MZ Capital is an independent wealth managemenge practice that specializes in helping doctors and entrepreneurs preserve financial freedom and peace of mind. Michael Zhuang, its founder and principal, is a regular contributor to Morningstar.

Our Clients

Most of our clients are successful doctors and entrepreneurs 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. We serve as their personal CFO and family wealth guardian. For them we use a consultative high net worth wealth management process in collaboration with a team of top experts to help them address all of their top financial concerns: wealth preservation, tax mitigation, wealth protection, wealth transfer and charitable planning.

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. We implement the plan with DFA funds, the best institutional asset-class funds.

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 don't want to spend time and energy vetting attorneys and CPAs.

Focus on Relationship

We strive to help our clients accomplish all that is important in life to them. 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 or call 202-556-1689 to schedule a free Mutual Discovery Meeting (or phone call) with us.

Second Opinion Review

If you already have an advisor and not sure if he or she is doing a good job for you, schedule a free Second Opinion Review with us. We would be happy to confirm that the job is well done if it is indeed the case.