MJP Wealth

MJP Wealth Adv
Content rating
Everyone
10+
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Content rating
Everyone
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About this app

This Mobile App allows you to have a sophisticated financial management portal to compliment and manage your lifecycle objectives. You can monitor your family's aggregate wealth, investment performance, aggregate outside accounts, review account balances and your asset allocation, check-in on your financial plan and archive important documents. Plus stay connected to the MJP Wealth Advisory team to receive ongoing updates, news and announcements.
Updated on
May 8, 2026

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
This app may share these data types with third parties
Personal info, App activity and 2 others
This app may collect these data types
Personal info
Data is encrypted in transit

What’s new

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes
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Content rating
Everyone
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App support

About the developer
MJP ASSOCIATES, INC.
bvendig@mjpwealthadvisors.com
74 Batterson Park Rd Farmington, CT 06032 United States
+1 203-570-8336
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