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About

WHY CHOOSE MJP?

With the variety of wealth management firms you have to choose from, we believe it’s important to highlight what sets us apart from the rest.

IT’S ALL ABOUT YOU.

Understanding you as an individual and learning about what’s truly important to you is the keystone of our approach. Starting with your goals in mind, we build innovative investment solutions designed to achieve your financial objectives.

CREATE A WEALTH PARTNERSHIP.

We want to be your first phone call on every important financial decision you make. By keeping our eye on your complete picture, we help you simplify your life and foster your financial well-being.

PURSUE SUCCESS AMID UNCERTAINTY.

Our focused strategies are designed to pursue asset growth and preservation in dynamic market environments while aiming to preserve and protect your wealth.

FEEL THE DIFFERENCE COMMITMENT MAKES.

Wealth management is more than just our job – it’s our passion. We are personally invested in the strategies we recommend and make every investment decision with your best interests in mind.

KEEP MORE OF WHAT YOU EARN.

To help you increase your after-tax return, we take a total return perspective that balances asset appreciation, tax-efficiency, yield, and investment costs.

JOIN AN INDEPENDENT, FAMILY-OWNED FIRM.

In an industry filled with corporations and conglomerates, we are independent, locally owned and committed to going above and beyond for you, your family, and our community. These priorities are reflected in the service and client-first experience you can expect.