Business Details
45 Years
experience
Your Trusted Partner for Financial Planning Solutions
At MJP Associate, we believe managing wealth is a collaborative journey rooted in trust and personalized service. Founded in 1981, our firm has built a legacy of acting as fiduciaries, prioritizing clients' best interests through comprehensive wealth planning and innovative investment strategies. Our experienced advisors work closely with individuals, families, and businesses to understand unique financial objectives, crafting tailored solutions that address risk tolerance, liquidity needs, and long-term goals. We specialize in tax-efficient investment management, estate planning, retirement plan solutions, and cash management, ensuring every aspect of a client's financial life is strategically addressed. As an independent registered investment advisor, we maintain flexibility to adapt services as clients' needs evolve, leveraging partnerships with institutional RIA firms to enhance market insights.Our holistic approach integrates lifecycle planning to navigate financial implications of life events, from major purchases to retirement. Recognized by Forbes and Financial Advisor Magazine, we combine decades of expertise with a commitment to transparency, ethical standards, and client-centric communication. Our discovery process emphasizes active listening to align strategies with clients' values and aspirations. Through ongoing monitoring and proactive adjustments, we ensure financial plans remain aligned with evolving circumstances. This dedication to personalized guidance and sophisticated solutions has solidified our reputation as a trusted partner in wealth management for over four decades.
Services
Wealth Planning
Investment Management
Insurance Solutions
Retirement Plan Solutions
Cash Management
Estate Planning
Tax-Efficient Strategies
Portfolio Risk Analysis
Details
- Year established: 1981
Highlights and features
- We act as fiduciaries, legally obligated to prioritize client interests.
- Our team has over four decades of experience in wealth management.
- We offer personalized strategies tailored to individual financial goals.
- Recognized by Forbes and Financial Advisor Magazine for excellence.
- We provide holistic lifecycle planning to address evolving financial needs.
Associations and certifications
- FINRA BrokerCheck
- Registered Investment Advisor (RIA)
Services
Wealth Planning
Our wealth planning service develops comprehensive strategies tailored to individual financial goals. We address budgeting, major life events, and long-term objectives through personalized plans. By integrating investment management with lifecycle planning, we help clients navigate financial decisions with confidence.
Investment Management
We offer customized, tax-efficient investment solutions aligned with clients' risk tolerance and liquidity needs. Our strategies emphasize diversification and market insights to optimize portfolio performance. Ongoing monitoring ensures investments remain aligned with evolving financial objectives.
Retirement Plan Solutions
As plan fiduciaries, we design employer-sponsored retirement plans that align with organizational goals. Our solutions focus on employee benefits, tax strategies, and long-term financial security. We help businesses attract talent through structured retirement pathways.
Estate Planning
We streamline asset transfer processes to loved ones, businesses, and charities while minimizing taxes. Our strategies ensure legacy preservation through coordinated estate plans that address legal and financial complexities.
Cash Management Solutions
Our cash management services provide short- and long-term savings and lending options. These solutions help clients maintain financial flexibility while addressing immediate liquidity needs and strategic capital allocation.
Questions
What services does MJP Wealth Advisors offer?
We provide wealth planning, investment management, retirement solutions, estate planning, and cash management tailored to individual and business needs.
Are you fiduciaries?
Yes, as a registered investment advisor, we are legally obligated to act in our clients' best interests at all times.
How do you personalize financial plans?
Through in-depth discovery processes, we create customized strategies aligned with clients' goals, risk tolerance, and life circumstances.
What areas do you serve?
We primarily serve clients in Connecticut, including Farmington and Westport, with virtual services available for out-of-state clients.
How are your investment strategies structured?
Our strategies combine tax efficiency, market insights, and ongoing portfolio monitoring to optimize returns while managing risk.
Can businesses access retirement plan services?
Yes, we design and manage employer-sponsored retirement plans to meet organizational goals and employee needs.
