Led by Max Zwain, Zwain Capital Management helps families and business owners across South Louisiana make confident financial decisions. Max built the firm on a simple belief that lasting success comes from trust, clarity, and always doing what is right for the client.
We focus on helping people grow what they have earned, protect what matters most, and plan for the future with confidence.
[ About ]Our Services
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We build and manage investment portfolios that align with your goals and tolerance for risk. Our focus is on protecting what you’ve built while positioning it to grow steadily over time.
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We help you plan for retirement, manage taxes, and prepare for the transfer of wealth. Each plan is personal, built around your family’s needs and long-term vision.
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We guide entrepreneurs and privately held companies through succession planning, liquidity events, and the transition from building a business to protecting family wealth.
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We advise companies on creating and managing 401(k) and other retirement plans. Our role is to help business owners offer strong benefits while meeting fiduciary standards.
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We manage 401(k) and retirement benefits that help business owners support their teams and build lasting security across the Gulf South.
Max Zwain
Founder & CEO
Zwain Capital Management
Max Zwain is the founder and principal advisor of Zwain Capital Management. A New Orleans native and Tulane graduate, Max has spent his career helping families and business owners make sound, lasting financial decisions. He advised high-net-worth clients at Morgan Stanley, guided companies in building retirement plans, and taught math and personal finance as a Teach For America corps member in Reserve, Louisiana. His work blends Wall Street expertise with a commitment to the values and community he calls home.