MJP Wealth Advisors

MJP Wealth Advisors provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high net worth clients, trusts, estates, employer plans and other entities, using both proprietary model portfolios and customized strategies. The firm also operates an automated platform, MJP Online Advisor Services, which assigns proprietary model portfolios based on an online risk assessment and client-provided information.

The firm’s stated investment approach emphasizes principal preservation and long-term total return, blending a bottom-up selection process with technical/charting and intermarket analysis and using diversification across equities, fixed income, liquid alternatives and specialty investments. Portfolio management includes periodic rebalancing, tax-loss harvesting when appropriate, and the use of third‑party managers or SMA/UMA structures to gain exposure to specific strategies.

Distinctive features include the coexistence of an automated, model‑driven advisory product alongside a multi-advisor team and the firm’s integration of third‑party technology platforms (Advisor OS/Taiko and Pontera) to support modeled strategies and held‑away assets. MJP also makes private and alternative investments (private equity, hedge funds, real estate, and certain digital‑asset products) available to suitably qualified clients, and discloses that a supervised person is a registered representative of an unaffiliated broker‑dealer, which can result in occasional commissionable product recommendations.