Comprehensive Wealth Management Service
No matter if you have an existing portfolio, or are just starting out, it’s important to work with advisor you can trust. Our fee-based approach, allows us to give you an honest perspective about risk/return and identify potential opportunities with your investment portfolio strategy. Your trusted advisors at MJC Wealth Management will work with you to make sure your investment strategy suits your individual financial goals.
Why Fee-Base?
We have a fiduciary duty to our clients over any commitments to a broker, dealer, or other institution. As a Fee-Base advisor we have legal liability, to always put
our client best interests first. We cannot sell our client an investment product that runs contrary to their needs, and objectives. We must conduct a thorough analysis of investments before making recommendations, disclose any conflict of interest, and utilize the best execution of trades when investing
Planning for Retirement
“A goal without a plan is just a wish.”
― Antoine de Saint-Exupéry
Everyone dreams of a comfortable retirement. Wherever you are in your life's journey, we will work with you to assess your current situation and help you set your retirement goals to help you retire comfortably and happy.
The most important is to start now.
Full 360 Financial Review
Whether you need to get your finances back on track, get your financial portfolio evaluated or invest in your comfortable retirement, we review your entire financial situation to get a full picture to how we can help you make the best financial decisions. We make a retirement assessment, we review cashflow, debt consolidation and more to get a full picture your financial wellbeing, so that we can guide you to a happy life.
Legacy Estate Planning
We know its important to make sure your assets go to those whom you care about, whether it's estate planning for your family, or for long-term charitable planning. We help you simplify your plan, including traditional estate documents like wills and trusts. This personalized strategy will help you identify investment opportunities and maximize tax benefits to grow and preserve your wealth for you & those most important to you.
203-649-8272
2505 Main St Ste 206, Stratford, CT 06615
Securities and advisory services offered through Commonwealth Financial Network®, Member
FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.
This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DE, DC, FL, GA, IL, ME, MD, MA, NH, NJ, NY, NC, RI, SC, TN, TX, VA, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Commonwealth’s