[Fredslist] Wealth Advisor or team needed for new Westport CT office.

Mon Jul 2 12:10:57 EDT 2018

My client MJP Advisors is a growing and dynamic Wealth Advisor.  They recently moved their Fairfield County office to Westport and are seeking to add quality and team oriented professionals to their operation. Please email Brian Vendig and CC me if you know someone who might be interested. The details are below:

MJP Wealth Advisors (“MJP”), is a $430mm AUM independent wealth management firm with offices in Farmington and Fairfield County, Connecticut. MJP provides holistic financial planning services and proprietary Investment Management strategies. MJP services over 400 clients including individuals, families, and businesses. The majority of clients are high net worth with most accounts ranging from $1mm to $10mm. Has been recognized by Forbes and Financial Times as a top independent wealth advisory firm, and has also received regional recognition by the Hartford Magazine and Hartford Business Journal.

The MJP Team is headed by Brian and Michele Vendig, the owners of the Firm. Currently MJP employees a team of 15 professionals including producing advisors and 5+ support staff. The support staff covers the following functional areas:

  *   Operations
  *   IT support
  *   Technology
  *   Portfolio administration
  *   Client onboarding
  *   Advisor support
  *   Client support

MJP believes in a collaborative team-based approach and has achieved great success utilizing the core-competencies of its diverse staff. A candidate to MJP will benefit not only from the top-tier infrastructure of the firm but also from the collective skills of the entire core team.

Value Proposition to an Advisor
MJP represents an exciting opportunity and offers the following value propositions for an incoming advisor(s):

  *   Grow your existing book of business:
     *   Referral opportunities provided to the firm by TD Ameritrade’s “AdvisorDirect” referral program in both Fairfield County, CT, Westchester County, NY and Hartford County, CT.
     *   MJP has organically grown AUM over 300% in the past 4 years
     *   Chance to join at the ground floor as a key member of the firm’s Westport, CT office
  *   Increase efficiency by joining a modern RIA with a full-service infrastructure:
     *   Best in class technology & processes
     *   In-House Operations Resources
     *   In-House IT Resources
     *   In-House Marketing Team
        *   Client Communications
        *   Newsletters
        *   Client Events
        *   Email Blasts
     *   In-House investment management committee supported by institutional RIA partner
     *   Full-time client support staff
  *   Provide your clients holistic planning with a full service financial planning platform:
     *   Retirement Analysis
     *   Education Funding
     *   Multi-Generational Planning
     *   Insurance
     *   Lending
     *   Trust / Estate Planning
     *   Tax Planning
  *   Offer your clients institutional quality investment management solutions with model driven strategies supported by a $7bn AUM institutional RIA:
     *   Efficient market theory driven portfolios utilizing
        *   100% ETF Models
        *   Income models with yields 6%-8%
        *   DFA Funds
        *   Active institutional funds
        *   Private placements across various alternative investment asset classes

Best regards,
Brian

Brian H. Vendig, CPA
President and Managing Executive
MJP Wealth Advisors
Email: bvendig at mjpwealthadvisors.com<mailto:bvendig at mjpwealthadvisors.com>
Website: www.mjpwealthadvisors.com<http://www.mjpassociates.com/>

Farmington Office: 790 Farmington Avenue, Bldg 3 | Farmington, CT 06032
Phone: (860) 677-7755 | Fax: (860) 674-9336
Westport Office: 320 Post Road West, Suite 210 | Westport, CT 06880
Phone: (203) 303-7036 | Fax: (203) 303-7707

[MJPWealthAdvisors_Logo_Sm]

[Facebook_Icon1]<https://www.facebook.com/mjpwealthadvisors>  [LinkedIn2] <https://www.linkedin.com/in/brianvendig>   [Twitter_Icon] <https://twitter.com/MJPWealthAdv>

[cid:image005.jpg at 01D411FC.1612D230]

Investment advisory and insurance services offered through MJP Associates, Inc., a Registered Investment Advisor.  Securities offered through Arete Wealth Management LLC, member FINRA/NFA & SIPC.

This electronic message transmission contains information from MJP Associates, Inc., which may be confidential or privileged. The information is intended for the use of the individual or entity whose electronic mail address is named above. If you are not the intended recipient, be aware that any disclosure, copying, distribution or use of the contents of this information is prohibited. If you have received this electronic transmission in error, please notify me by telephone immediately.

Thanks,

Jeff

[HUB International]

Jeffrey L Rubin
Senior Vice President - CT/Westchester Branch Manager

HUB International Northeast
777 Commerce Drive     5 Bryant Park
Fairfield,CT 06825         New York, NY 10018

Office: 203-337-1872     212-338-2880
jeff.rubin at hubinternational.com<mailto:jeff.rubin at hubinternational.com>
hubinternational.com<http://www.hubinternational.com/>

[Facebook]<https://www.facebook.com/HUBInternationalLimited>[LinkedIn]<https://www.linkedin.com/company/hub-international>[Twitter]<https://twitter.com/HUBInsurance>

[LinkedIn icon for email signatures.jpg]<http://www.linkedin.com/in/anyakhanutina>  Connect to me on LinkedIn<http://www.linkedin.com/in/jeffreyrubinhub/>

Confidentiality Notice: This electronic message, together with its attachments, if any, is intended to be viewed only by the individual to whom it is addressed. It may contain information that is privileged, confidential, protected health information and/or exempt from disclosure under applicable law. Any dissemination, distribution or copying of this communication is strictly prohibited without our prior permission. If the reader of this message is not the intended recipient or if you have received this communication in error, please notify us immediately by return e-mail and delete the original message and any copies of it from your computer system.

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