Everyone has different financial needs, and those needs change over time. Whether you are planning for your children’s college and your own retirement, building a diversified portfolio to manage assets, or navigating a complex estate plan, MJP Wealth Advisors offers the perfect balance of sophisticated financial solutions and personal attention to meet those needs.
Founded in 1981, MJP Wealth Advisors provides wealth management, investment solutions, and comprehensive financial planning to individuals, families, and businesses. Our customized, integrated investment strategies are tailored to your needs, to build your financial future.
Comprehensive Services Aligned with Clients Needs
Our clients benefit from the perfect balance: a strong team of investment professionals who can understand and implement the big picture, in a client-focused firm that treats you like one of the family. We provide life cycle planning — helping you to manage all the financial implications of a life that’s full of ups and downs.
As an independent, family-owned firm, we build close relationships with each client, working with you to cultivate a shared vision. This vision fuels the strategy we use to develop your financial plan, so you can be assured that it fits your needs and goals. With our full range of advisory services, our clients can benefit from additional services as their financial needs evolve.
We are independent, which means we can tailor our services and offerings to each client’s needs. We also retain a research and investment due diligence relationship with an institutional Registered Investment Advisory (RIA) firm. This collaborative relationship gives us access to a high level of information on market cycles and trends, as well as support to develop sophisticated, customized investment strategies that enhance our clients’ portfolios.
It’s the perfect balance you need, to build the financial future you deserve.