Planning For Your Future


Creating a financial plan is critical, no matter what stage of life you are in. We encourage all of our current clients and prospective clients to go through our comprehensive planning process.

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We are fiduciary investment advisers;
we have the legal duty to act in our clients’ interest.

MICAPITAL is a wealth management firm specializing in creating tactical investment portfolios for high net worth individuals and families. Our mission is to guide our clients into a stronger financial position than they were prior to beginning a relationship with us, and provide each client with a world class experience they won't see elsewhere.

We do not benefit from selling investment products, and are truly agnostic when it comes to constructing investment strategies. MICAPITAL benefits from building deep relationships with our exclusive client base.

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INVESTMENT PLANNING

We create a tactical investment strategy unique to your financial situation.


FINANCIAL PLANNING

All of your finances can be hard to keep track of, allow us to simplify your life.


RETIREMENT PLANNING

Building a successful retirement plan can be very overwhelming, but our guidance will put you at ease.




Trent L. Grzegorczyk

Founder of MICAPITAL, LLC


Trent L. Grzegorczyk is the investment manager for MICAPITAL, specializing in creating tactical investment portfolios for our clients. Trent began his career in the financial services industry in 2011, and worked for one of the largest independent money managers in Michigan. Trent has taken part in managing several hundred million dollars of high net worth individual and family assets, and over $3 billion in corporate retirement plan assets.

Professional licenses held:

  • Series 7
  • Series 66
  • Life, health, & variable contracts licenses

Community involvements: TCNewTech, Traverse City Young Professionals, Traverse City Chamber of Commerce, Big Brothers Big Sisters, Special Olympics.



Melissa Socia

Client Wellness Expert


Melissa’s path to wellness comes from a lifelong love for movement, competition and achieving goals. For 20 years, she’s helped to impart that passion to others. From the traditional gym to large corporate wellness programs, she has a wealth of knowledge and experience that allows her to identify client needs, understand what motivates them, and puts them in a position to succeed through a successful wellness program.

Developing an effective, well-rounded program based on individual needs is the very core of Melissa’s approach. Once you know your own goals and where you want to be, Melissa is natural at mapping out the path and supporting you every step of the way. It’s your journey, but you won’t have to walk alone.

A healthy, active lifestyle doesn’t punch the clock. Melissa makes a priority of physical activity, healthy eating and quality downtime. It’s these ingredients that help balance the day-to-day, and serve as the building blocks to wellness. In her spare time, Melissa loves to be in the woods on her mountain bike, at home with a good book, or roaming the farmer’s market for locally-sourced, fresh foods.

  • B.S. in Exercise Science from Michigan State University
  • Certificate in Applied Functional Science from The Gray Institute
  • Certified Health and Wellness Coach, Wellcoaches




Trent L. Grzegorczyk

Founder of MICAPITAL, LLC


Trent L. Grzegorczyk is the investment manager for MICAPITAL, specializing in creating tactical investment portfolios for our clients. Trent began his career in the financial services industry in 2011, and worked for one of the largest independent money managers in Michigan. Trent has taken part in managing several hundred million dollars of high net worth individual and family assets, and over $3 billion in corporate retirement plan assets.

Professional licenses held:

  • Series 7
  • Series 66
  • Life, health, & variable contracts licenses

Community involvements: TCNewTech, Traverse City Young Professionals, Traverse City Chamber of Commerce, Big Brothers Big Sisters, Special Olympics.




Melissa Socia

Client Wellness Expert


Melissa’s path to wellness comes from a lifelong love for movement, competition and achieving goals. For 20 years, she’s helped to impart that passion to others. From the traditional gym to large corporate wellness programs, she has a wealth of knowledge and experience that allows her to identify client needs, understand what motivates them, and puts them in a position to succeed through a successful wellness program.

Developing an effective, well-rounded program based on individual needs is the very core of Melissa’s approach. Once you know your own goals and where you want to be, Melissa is natural at mapping out the path and supporting you every step of the way. It’s your journey, but you won’t have to walk alone.

A healthy, active lifestyle doesn’t punch the clock. Melissa makes a priority of physical activity, healthy eating and quality downtime. It’s these ingredients that help balance the day-to-day, and serve as the building blocks to wellness. In her spare time, Melissa loves to be in the woods on her mountain bike, at home with a good book, or roaming the farmer’s market for locally-sourced, fresh foods.

  • B.S. in Exercise Science from Michigan State University
  • Certificate in Applied Functional Science from The Gray Institute
  • Certified Health and Wellness Coach, Wellcoaches


Contact



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Find.

120 East Front Street 2nd Floor
Traverse City, MI 49684


Call.

(231) 631-5960


Email.

trent@micapitaladvisors.com