Independent Investment Firm
Independent
Investment Firm
At MD Capital and Wealth Management, we are an independent investment firm committed to delivering personalized financial solutions. Our approach combines deep expertise with a client-centric philosophy, helping you build, manage, and protect your wealth for future generations. We provide a full range of investment and financial services tailored to meet your unique needs.
What We Offer
At MD Capital and Wealth Management, we can be your trusted partner in financial growth and security. We offer comprehensive financial solutions tailored to your goals.
ESTATE AND TRUST
SERVICES
Our team ensures seamless estate planning and management, providing peace of mind for you and your beneficiaries.
INVESTMENT
COUNSELING
We offer tailored guidance to help you make informed decisions that optimize your portfolio and maximize returns.
GLOBAL ASSET
MANAGEMENT
We oversee a variety of asset portfolios in global markets, seeking out opportunities to enhance and safeguard your wealth.
WEALTH
MANAGEMENT
From strategic planning to growth and risk assessment, we work with you to ensure financial success now and for the future.
RISK
MANAGEMENT
We identify, evaluate, and mitigate risks, helping you protect your investments and maintain stability, even in volatile markets.
Our Company
MD Capital and Wealth Management is an Independent Multi-Family Office serving the needs of individuals, families and Healthcare professional groups. MD Capital and Wealth Management is dedicated to providing comprehensive financial services tailored to the unique needs of our clients.
Our commitment to excellence in wealth management is built on a foundation of independence, expertise, and a deep understanding of the financial intricacies specific to healthcare professionals and their families.
Our services encompass a wide range of financial areas, ensuring that we can best serve all your wealth management needs.
Our Services
Wealth Management: Wealth management involves the strategic management of an individual's or family's financial assets to help grow and protect their wealth.
Risk Management: Risk management involves identifying, assessing, and mitigating potential risks that could cause negative impact.
Corporate Retirement Plan Services: Corporate retirement plan services cater to businesses looking to provide retirement savings options for their employees.
Estate and Trust Services: Estate and trust services encompass the management and distribution of assets and wealth upon an individual's passing.
Healthcare Practice Management: Healthcare practice management services are designed to assist medical professionals in efficiently running their practices.
Investment
Advisory Services
Investment Advisory Representative offering investments and Advisory Services through Innovation Partners LLC, Member FINRA/SIPC.
Innovation Partners LLC and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances. MD Capital & Wealth Management LLC is not affiliated with Innovation Partners LLC.
Both Personal and Corporate
At MD Capital and Wealth Management, we understand that managing wealth and securing financial futures is a multifaceted endeavor. Whether you're an individual looking to safeguard your personal assets or a corporation aiming to optimize financial strategies, we offer a comprehensive suite of services to meet your unique needs.
Wealth Management
MD Capital and Wealth Management offers a comprehensive approach to wealth management, focusing on growing and preserving your financial assets. We provide personalized strategies designed to align with your unique financial goals, including retirement planning, tax-efficient investing, and legacy creation.
Multi Family Office
At MD Capital, our Multi-Family Office services cater to the complex financial needs of ultra-high-net-worth families. MD Capital serves as your financial concierge, managing everything from estate planning and philanthropic tax optimization and family governance.
Risk Management
At MD Capital, we understand that identifying and mitigating risks is crucial to protecting your financial future. Our services encompass a thorough analysis of your portfolio to assess vulnerabilities, followed by tailored strategies to reduce exposure to market fluctuations, geopolitical risks, and other uncertainties.
Corporate Retirement Plan Services
MD Capital provides corporate retirement plan services designed to support both employers and employees. We specialize in creating and managing customized retirement plans that not only meet regulatory standards but also help your employees achieve their retirement goals. Our services include 401(k) plan design and management, employee education, and fiduciary oversight,
Estate and Trust
Services
We provide estate and trust services designed to help you preserve and transfer your wealth efficiently. Our estate planning specialists work with you to develop strategies that protect your assets, reduce estate taxes, and ensure a smooth transfer of wealth to your beneficiaries. We help you create a comprehensive plan, including wills, trusts, and other legal instruments, tailored to your goals.
Healthcare Practice
Management
We understand the unique financial demands of healthcare professionals. MD Capital’s Healthcare Practice services are designed to cater specifically to physicians, dentists, and other medical professionals. From patient acquisition and patient retention strategies which is not limited to liability management.
The Managing Director
Daniel has over 25+ years experience in the financial services industry and is currently Managing Director at MD Capital and Wealth Management, LLC. Prior to forming MD Capital, Dan was Branch Manager/ Wealth Advisor at Morgan Stanley, and Managed a South West Florida Market with over $2 billion of client assets.
Daniel A. Odigie, Sr.
Daniel A. Odigie, Sr. is an Investment Advisory Representative offering investments and advisory services through Innovation Partners LLC, member FINRA/SIPC. Investments are offered to residents of FL, CA, SC, NC, NJ, MA, & GA.
Innovation Partners LLC and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances. MD Capital & Wealth Management Llc is not affiliated with Innovation Partners LLC.
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