MJP Wealth Advisors
Invested in Your Financial Future
MJP Wealth Advisors is a comprehensive wealth management firm that helps business-minded individuals plan for their financial needs now and into retirement. Founded in 1981, our firm provides integrated wealth management and investment services to individuals, families and business owners.
Our experts have nearly 80 years of combined experience helping clients like you manage wealth and achieve financial objectives amid diverse market conditions. Our holistic approach ensures that you benefit from the broad expertise of our team when we take care of your financial future.
At MJP Wealth Advisors, we strive to develop a deep understanding of your personal situation to build a customized strategy that is designed with your best interests, your unique needs, and your long-term goals in mind. We focus on establishing a goals-based partnership with you to ensure your plan is fully integrated with your lifestyle and financial circumstances.
As an independent Registered Investment Advisor, we are completely free from conflicts of interest and can offer you impartial, unbiased advice. Our investment and wealth planning recommendations are based solely on your individual needs and objectives.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Probate can be a completely public process, or it can be managed to include as little information as possible.
An inside look at how marginal income tax brackets work.
It may help your business be better prepared in the event of the death of a principal or key employee.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much of your Social Security benefit may be considered taxable.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Are you ready for retirement? Here are five words you should consider.
Agent Jane Bond is on the case, cracking the code on bonds.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
$1 million in a diversified portfolio could help finance part of your retirement.
What are your options for investing in emerging markets?