MJP Wealth Advisors’ Fresh New Look: An Enhanced Client Experience with Every Touchpoint
At MJP Wealth Advisors, we have built our business on honesty and integrity for more than 40 years. With our new and improved site, we can give our clients an even more enhanced experience. Our site is just one more way that we are committed to bringing the best to our clients every day. Below are highlights you will find on the reimagined mjpwealthadvisors.com.
1. Meet The Team
Welcome to the MJP Wealth Advisors’ community. When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals — individuals with plenty of experience in addressing your particular financial needs.
“I enjoy giving advice to people in the spirit of the fiduciary role,” says President and Managing Executive Brian Vendig. “I only want to give advice to people that is in their best interest and aligned to where they are in their lifecycle and help them comprehend and feel empowered with the things they can accomplish going forward.”
Take a minute to meet the team online, and we look forward to seeing you in the office soon.
2. Risk-Free Online Assessment
Our investment philosophy is governed by confident and disciplined action. We carefully gauge risk and use a data-driven methodology to strive for conservation of existing wealth and continued growth. Ours is not a one-size-fits all proposition, but rather a custom investment strategy unique to each client. Receive a risk-free assessment online and start planning your future growth. This is often the first step as we partner together.
3. A Suite of Resources
Click on the new “Resources” tab and you’ll find:
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- The MJP client portal: a place to open accounts, monitor your investments, and gain access to sophisticated strategies all inside your secure online portal
- Online Advisor Services: an online, guided system that provides a simplified, lower cost approach to help you and your family work toward your financial goals
- Tools and Resources Page: valuable information, including tax insights, to help you stay informed
- Client Login: login to your accounts, track your investments, or review your documents in one place
4. Your Knowledge Hub
MJP Wealth Advisors is committed to continual education. On the MJP blog, you’ll find the latest market news and updates so you can stay informed. From market summaries and financial insights to MJP updates, our blog will help you navigate and summarize the complexities of today’s market and equip you with the tools to make informed decisions. Use the search tool to find information by topic.We look forward to serving you and building a strong future together. We are committed to excellence in everything we do and aim to exceed your expectations every time. If you have feedback about our new site, please don’t hesitate to reach out at info@mjpassociates.com.