Invest Smarter. Retire Stronger.
At Zyon Capital, our team creates personalized investment strategies that help you invest with confidence and live with freedom - because your financial wealth is a plan we build together.
Built by Women. Trusted by Families.
Zyon Capital is a Newton-based private wealth firm built to help HNW families invest with confidence, live with freedom, and retire stronger. Our clients come to us because they want a real relationship with a team of professionals that understands what life looks like: kids, careers, caregiving, curveballs.
Our goal? to keep things simple - we’ll help you take control of your finances and investments while teaching you the strategies that the pros use. No big words. No jargon. When you work with us, we’ll explain every financial tool and concept, so that you feel smart and empowered to invest with confidence.
And yes, we’re fun. This might be the first time you’ve ever said “that meeting about my 401(k) investments was actually kind of great.”
Our Process
-
Step 1: Plan
Our Zyon Plan is a detailed, tax-optimized, multi-year cash flow allocation system - for retirement, education, investments, big purchases, and major life events (hello, new job, new baby, or new house!).
We co-build your plan together over 3–4 collaborative work sessions, where we dive into your finances, budget, investments, and liquidity needs - and turn it all into an actionable to-do list until your retirement.
Already have a plan? No problem. You can skip straight to Step 2.
-
Step 2: Invest
Once your plan is ready, we’ll put your money to work! We’ll automate your savings into the right tax-efficient accounts (like IRAs and 529s) so your money is always hustling for you.
Then we’ll craft a diversified investment strategy, balancing growth, income, risk, and reward, so that your portfolio is as well-rounded as your favorite playlist - curated and always on beat.
-
Step 3: Protect
Life doesn’t always go as planned. So once your plan is in motion, it’s time to make sure your financial foundation is fully protected.
We’ll walk you through tailored options for your life insurance, disability coverage, and how to bundle your home, auto, and umbrella insurance.
💡 Think of this as the “seatbelt” part of the journey. You may never need it, but you’ll be really glad it’s there if you do.
Meet our investment team
-
Lydia Asaf
Founder & Managing Advisor
-
Gracio Garcia
Head of Investments
-
Jenny Hallstrom
Financial Advisor
-
Bridget Slandzicki
Investment Operations
-
Peter Klay
Head of Insurance
-
Susannah Windmiller
Client Concierge
-
Ryan Campbell
Financial Advisor
Join our live webinars!
-
Basics of Education Planning
📅 September 12, 2025 @ 1pm EST
📍 Via Zoom -
Basics of Doing Your Will & Trusts
📅 September 26, 2025 @ 1pm EST
📍 Via Zoom -
Financial Strategies for C-Level Executives
📅 October 10, 2025 @ 12pm EST
📍 Via Zoom -
Optimizing Your Year-End Tax Returns
📅 October 24, 2025 @ 1pm EST
📍 Via Zoom -
Financial Strategies for Doctors
📅 November 7, 2025 @ 12pm EST
📍 Via Zoom -
Basics of Retirement Planning
📅 November 21, 2025 @ 12pm EST
📍 Via Zoom -
Basics of Life and Disability Insurance
📅 December 12, 2025 @ 12pm EST
📍 Via Zoom -
Basics of Private Equity Investing
📅 January 9, 2025@ 1pm EST
📍 Via Zoom -
Basics of Building your Investment Portfolio
📅 January 23, 2026 @ 12pm EST
📍 Via Zoom -
Basics of Managing your Credit Score
📅 February 13, 2026 @ 12pm EST
📍 Via Zoom
Meet our board of advisors!
-
Stephanie A. Rieben-de Roquefeuil
Co-Founder/CEO @Diadem Capital*
-
Sharon Mirsky
Director of Content @ Agoda*
-
Michal Arditi
Founder @ Oaktree Holdings*
-
Gilah Petri
Marketing Executive @ Nice*
-
Laura Salvan
Creative Executive @ Richline Group*
-
Zohar Keller
Managing Director @ Evercore*
Let’s work together.
Ready to take control of your financial wealth? start by scheduling a 30-minute discovery call with our team.