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Michael Zhuang

MZ Capital, LLC
Washington, DC
Helping physicians lead a simple and flourishing life

Meet Michael

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Introduction - Michael Zhuang
Video Transcripts

After ten years of working with physicians, I’ve found out that physicians are pretty bad at building wealth. Second worst in fact among all high income groups, according to Thomas Stanley, author of The Millionaire Next Door.

Most physicians only begin to make good money later in lives. Most of them also don’t know much about money. On top of that, the profession itself is undergoing tumultuous changes that bring…

After ten years of working with physicians, I’ve found out that physicians are pretty bad at building wealth. Second worst in fact among all high income groups, according to Thomas Stanley, author of The Millionaire Next Door.

Most physicians only begin to make good money later in lives. Most of them also don’t know much about money. On top of that, the profession itself is undergoing tumultuous changes that bring about tremendous uncertainty.

I found most physicians share the six areas of money concerns:

  • Wealth preservation
  • Tax mitigation
  • Wealth protection
  • Heir protection
  • Practice succession
  • Charitable giving

By taking care of these six areas of money concerns, I greatly simplify their lives and enable them to do what they do best and enjoy most.

Feel free to ask me about …

  • The consultative process I use to management wealth.
  • My PhD education in financial economics
  • My evidence-based investment approach inspired by Nobel winners Gene Fama and Bob Shiller.
  • Who are worse than physicians as far as building wealth concerned. ;-)

Services offered

Investment management
Financial planning
Retirement planning
Tax planning
College planning
Real estate and mortgage advisory
Estate planning

Experience with

Small business owners
Medical professionals
Business executives
Entrepreneurs
Other professions

Fee structure

Based on % of assets

Education

Other post-graduate
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