Maryland, USA – Taro Taguchi has become a financial adviser at MZ Capital Management, a fee-only wealth management company based in Bethesda Maryland, USA after passing his Series 65 exam. He will therefore be serving clients in the US who need financial planning and investment advice.
MZ Capital is an independent wealth management company headed by Michael Zhuang which offers consultative wealth management to physicians, entrepreneurs and divorced women who want to stay on top of their personal finances. By taking over the burden of personal finances, MZ Capital enables its clients to live a great life doing what they do best and enjoy most.
MZ Capital follows a rigorous process to help its clients achieve their goals. The first step of this process is a Free Discovery Meeting by which the adviser and the prospective client get to know one another.
MZ Capital achieves success in offering financial advice and wealth management using an investment approach based on the Nobel-prize-winning research of Eugene Fama coupled with 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.
It’s not just investment, MZ Capital also serves as clients’ personal CFO and family wealth guardian, to help them address all areas of their finances from wealth preservation, tax mitigation, wealth protection, wealth transfer, business succession to even charitable planning.
For more information and enquires about MZ Capital, visit the management’s website www.mzcap.com, send an email to email@example.com or to schedule a discovery meeting with MZ Capital’s Taro Taguchi, call 301-452-4220.
Company Name: MZ Capital
Contact Person: Taro Taguchi
Country: United States