Wealth Management

Investment management, financial planning, and guidance for private clients.

At AZA Capital Management we provide hands-on investment management, financial planning, and guidance to individuals and families.

Our advisory team strives to develop a clear understanding of your financial situation to create a plan that’s designed around your best interests, your unique needs, and your long-term objectives.

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Direct Access

There are few responsibilities as significant as your financial well-being, and we aim to alleviate the demands of this responsibility for our clients. In doing so, we provide clients with direct access to the professionals in charge of the research and investment selections that underpin their portfolios.

We are able to provide this benefit to our clients because we do not "outsource" investment decisions to third-party mutual funds and their managers. Rather, at AZA Capital Management all functions of the investment management process ‐ research, investment selection, and trading ‐ are performed internally for our clients.

Investment Management

Your investment portfolio is the culmination of hard work and savings, and it serves as the foundation of your financial plan. In selecting an investment manager, we recognize that you are relying on the stewardship of your assets over time, through changes in financial market conditions, and in concert with your personal goals. We embrace this responsibility and have made it our firm's work.

At AZA Capital Management we build and manage investment portfolios to meet a wide range of individual client goals.

Financial Planning

At AZA Capital Management we help our clients set clear goals and, working with their other professionals, develop and implement effective strategies to achieve those goals. Areas of guidance include planning for savings and long-term growth, retirement planning and scenario testing, income projections, college education funding, tax efficiencies, and trust services.

We utilize sophisticated technology to stress test financial projections in relation to life stages and potential market events. In doing so, we endeavour to better match your investments with your specific goals, shift the probabilities of success in your favor, and give you confidence in a tested approach.

Learn How We Partner With You

We've been serving high net-worth individuals, investment advisors, and institutions for the last 20+ years, and we welcome the opportunity to talk with you.