MD Capital and Wealth Management, LLC

Overview

MD Capital & Wealth Management describes itself as an independent financial advisory firm serving individuals, families, business owners, corporations and complex or high-net-worth families through a multi-family-office approach. Its planning process follows five stages: discover, design, implement, review and evolve.¹

History

The firm was founded in 2013 and is an active Florida limited liability company.²

Leadership

Daniel A. Odigie, Sr. is Managing Director. The firm states that he has more than 25 years of financial-services experience.³

Services

MD Capital provides healthcare practice consulting, wealth management, investment advisory, bespoke multi-family strategy, risk management, estate and trust services, and corporate retirement plans.⁴

Healthcare practice consulting addresses practice growth, operations, valuation, partnership and buy-in structuring, succession planning, and personal wealth planning.⁵

Its wealth management offering combines financial planning, diversified portfolio management, tax strategy integration, insurance review, estate considerations, and retirement-income planning.⁶

The firm’s investment advisory process considers client objectives, risk tolerance, diversification, cost and tax efficiency, ongoing monitoring, systematic rebalancing, and transparent fees.⁷

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Trust and fiduciary
• Risk and insurance
• Business owner services
• Retirement planning

Client Focus

MD Capital’s healthcare work is designed for physicians, dentists, medical and dental practice owners, and group-practice partners.⁸

The firm also serves individuals, families, business owners, corporations, and complex or high-net-worth families through its multi-family-office approach.⁹

Approach

MD Capital presents its work as an integrated planning relationship that progresses from discovery through design and implementation, followed by regular review and continued evolution.¹⁰

Daniel A. Odigie, Sr. offers investments and advisory services through Innovation Partners LLC, which the firm identifies as a FINRA/SIPC member.¹¹

FAQs

Related resources

• LocationMultifamily offices in West Palm Beach

  This West Palm Beach directory helps compare firms serving affluent individuals, families, and business owners in the region. It gives readers a local starting point when considering services such as investment management, retirement planning, tax planning, and estate planning.

• Network siteEstatePlanner.com

  EstatePlanner.com offers practical guides on wills, trusts, and related decisions. A family considering MD Capital & Wealth Management can use these materials to prepare questions about estate structures, fiduciary responsibilities, and how planning may fit with tax, insurance, and wealth transfer goals.

• Network siteFamilyBusinesses.com

  FamilyBusinesses.com combines a directory with playbooks for family-owned companies. Business owners can use it to think through succession, governance, retirement, risk, and tax questions before discussing integrated advisory services with a firm serving businesses and multigenerational families.

• GuideQuestions to ask a multifamily office

  This question guide helps a prospective client structure an initial conversation with a multifamily office. Questions about investment oversight, planning for business owners, insurance, trusts, fees, and coordination can clarify whether the firm's services match a family's or company's needs.

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Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.