Making educated decisions regarding finances is our specialty.
We’ve got the knowledge, tools, and experience to manage and elevate large portfolios.
Do not worry about trying to manage your own portfolio, you’ve got better things to do. You’ve worked hard to create the life you have, so don’t waste your time and energy on something that we do all day long. Let us take care of the heavy lifting while you enjoy your life.
Having wealth comes with its own set of unique challenges. There are many decisions you’ll need to make to manage your assets. Luckily, we’re prepared. MP Advisors is equipped and ready to help you find the best strategy for tax efficiency, charitable planning, retirement, and so much more.
Wealth management is a continuous process, not a simple transaction. At MP Advisors, we take a holistic approach to managing your wealth. We do not just focus on one area of your finances, but we take into account all aspects of your financial life. We will work with you to develop a comprehensive plan that takes into account your unique circumstances and goals.
Your finances are complex, our process isn’t. We’ll listen to your goals, create a strategy that’s tailored to your situation, and continually evaluate your portfolio’s performance to ensure that your portfolio stays on track with your goals.
You’ve got enough on your plate, the last thing you need to worry about is whether or not your portfolio is in good hands. You can rest assured knowing that we will do everything in our power to help you reach your financial goals.
How We Can Help
Concentrated Stack Positions
The rewards of providing vision and leadership in a publicly traded company can be significant. These rewards often come with unique challenges and risks, such as highly concentrated stock positions. We can help you meet your comprehensive financial needs by leveraging the diverse resources of Raymond James to manage your unique risks.
Whether you are drafting a business succession plan, or providing confidence for your family, Insurance may help protect you from the unexpected. Insurance plays a vital role in your comprehensive financial plan. We provide a wide range of innovative insurance strategies, including life, disability and long-term care insurance, that can offer safety for you, your family and business.
Tax Efficient Strategies
We can help you narrow the overwhelming number of investment opportunities to identify the right ones for you and your family. From fixed income bond solutions, to individual equities to alternative strategies, we will provide an efficient, effective plan to manage your investments to the goals that are most important to you. Investing for life — Your life.
Creating your legacy and leaving your mark. One of the greatest rewards of wealth is the ability to share that wealth with others. You’ve taken care of your own needs and wants, but it takes prudence and planning to make sure loved ones are well provided for and favorite charities supported for years to come.
Selecting the best qualified and non-qualified retirement solutions for your business can be overwhelming and complicated. Our goal is to make it simple. We have strategies to help you save money in a tax efficient manner today to meet the goals that you have set for tomorrow.
RJFS does not provide tax and accounting services.
We offer advice tailored to owners of private companies, institutions and high net worth investors seeking solutions to meet their goals. Our team provides ongoing planning and investment management that helps set our clients up for the long game. Let’s work together to create a financial strategy that will help your goals become a reality.
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We’d love to hear your story and get to know you a little better. Schedule a 15-minute discovery call to see how MP Advisors can help you on your financial journey.
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