At MJP Wealth Advisors, we take time to gain a complete understanding of your financial picture to provide an investment strategy that is most appropriate for your personal goals, income needs and risk tolerance.
When managing clients’ portfolios, we take a total return perspective that focuses on asset appreciation, tax-efficiency, yield, and investment costs. Our investment methodology strives to avoid unnecessary risk, minimize tax exposure, and promote stability in volatile or turbulent times. While the promotion of growth is paramount in our portfolios, the protection of principal is equally important.
We offer a suite of investment strategies ranging from growth-focused to conservative, with a spectrum of portfolio options in between to meet your unique and specific objectives. Our highly customized investment strategies provide a solution tailored to your long-term goals and financial circumstances.