Our clients are the most important aspect of our business, and client needs are the foundation of every interaction, meeting, new idea, and strategy. Our mission is to promote value, respect, communication, and commitment in every client interaction.
Mort Potoff started MJP Wealth Advisors in 1981 with a clear goal in mind: to take a hands-on, personal approach to financial management. A family-owned firm, MJP has always subscribed to a set of shared values that focused on caring for our clients. Mort wanted to ensure that clients always felt like they were part of a family – one that would always look out for their best interests. Over the years, MJP has grown, but the values instituted by Mort remain the same. Our clients trust us because we have proven our commitment to them time and again. The client-centered values established by Mort are shared by Brian, Michele, and the MJP team. Everyone who joins the team embodies the dedication to our client family on which MJP prides itself.
Looking towards the future, we will continue to innovate for our clients in ways that capture the same creativity, energy and authenticity that has been the bedrock of MJP since its inception. We’ve worked with entire families over the years, earning the same trust from one generation to the next as we manage their financial futures.