Paula Nelson-Wise, EA
We’re excited to welcome Paula Nelson-Wise to the M Capital team! As a licensed Enrolled Agent, Paula brings extensive experience in tax planning, preparation, and resolution, as well as business formation, bookkeeping, and payroll.
Throughout her career, Paula has helped individuals and businesses successfully navigate the complexities of the tax system. Her deep expertise in structuring businesses for optimal tax benefits—combined with a hands-on, personalized approach—makes her a valuable resource for clients seeking to build or enhance their financial foundation.
Moving beyond static financial planning.
We founded M Capital because we noticed a recurring pattern: traditional financial models often fail the people who need them most—those with non-traditional paths and evolving lives. We saw too many people feeling disorganized and overwhelmed by the complexity of their own success.
Natan D. McKenzie,
Founder/Lead Advisor
Natan McKenzie brings unmatched energy and dedication to guiding clients through the complexities of finance. As he puts it, “It’s a vibe!”
With a passion rooted in community activism, finance, and the Black experience, Natan has helped families, business owners, and young professionals build strong financial foundations.
An HBCU graduate of Virginia State University, he holds a BS in Marketing, a Graduate Certificate in Project Management, and a CAPM certification. He is also a proud member of Alpha Phi Alpha Fraternity, Inc.
Originally from New Jersey, Natan now lives in Richmond, VA with his wife, Amy. He remains committed to transforming financial mindsets—one client, one business, and one family at a time.
"My finances feel a bit disorganized right now. Is it too early to reach out?"
That’s actually the most common time people contact us. If things feel disorganized now, how much more complex might they become if you wait another year? Would it be helpful to get a clear baseline of where you stand today?
"I’m worried I’m unaware of certain tax or retirement risks. How do you find them?"
We look for the 'leaks.' We analyze the areas where your current strategy might be working against your goals. Once you see the gaps, you can make an informed decision on how to close them
"How often do we adjust the plan?"
As often as life requires. Whether it's a change in your business, a new addition to the family, or shifting market conditions, we stay engaged so you never feel like you're navigating the 'downs' alone.
We don't believe in 'set it and forget it.'
We believe in active recalibration. Our role is to provide the perspective needed to ensure your growth is sustainable and your retirement is protected, even when life introduces the inevitable unexpected.
Transparent Process
Our team provides clear insights and expert advice for your growth.
Client-Centric Focus
Choose M CAPITAL for dedicated support and reliability.
Comprehensive Services
Your financial success is our ultimate goal.
Proactive Support
Active collaboration results in tailored strategies.
Collaborative Strategy
Our team continually assesses your progress.
Ongoing Review
We adapt strategies based on changing needs.
Guided Success Roadmap
With M CAPITAL, you’re not just a client; you're part of our financial family. We're committed to guiding you on your journey toward financial stability and prosperity.