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Ruth G
CFP®, Series 66, Series 63
Farmington, CT
MJP Wealth Advisors
Ruth Gretz is a CFP® with 11 years of industry experience, currently serving as an advisor at MJP Wealth Advisors. Her prior roles include positions at HighTower Securities and operating her own CPA practice focused on professional licensing and affiliations management. She is also the sole owner of Lambert Solutions, a consulting business for CPA license maintenance and networking. Additionally, Gretz holds several volunteer roles involving financial oversight for nonprofit and community organizations in Connecticut. MJP Wealth Advisors serves individuals, trusts, retirement plans, and business entities by offering asset management, financial planning, and retirement consulting, combining proprietary model portfolios with customized client solutions. The firm manages approximately $1.56 billion in discretionary assets and emphasizes principal preservation through diversified investment strategies and regular portfolio monitoring.
Michael S
Series 63, Series 65
Farmington, CT
MJP Wealth Advisors
Michael Stamos is a financial advisor with MJP Wealth Advisors in Farmington, CT, holding Series 63 and Series 65 licenses and having 24 years of industry experience. His prior work includes positions at Arete Wealth Management LLC and Royal Alliance. MJP Wealth Advisors offers discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high net worth clients, trusts, estates, and employer plans. The firm combines proprietary model portfolios with customized strategies, emphasizing principal preservation and long-term total return across a diversified range of asset classes.
Theodore K
Series 63, Series 65
Farmington, CT
MJP Wealth Advisors
Theodore Kaplan is a financial advisor at MJP Wealth Advisors with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MJP Wealth Advisors since 2010, previously with Arete Wealth Management and Royal Alliance Associates. In addition to his advisory role, he owns and actively works in Kaplan Insurance Group, an insurance sales business. MJP Wealth Advisors provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high net worth clients, trusts, estates, employer plans, and other entities. The firm combines proprietary model portfolios with customized strategies, emphasizing principal preservation and long-term total return through diversified investments and a blend of bottom-up selection, technical analysis, and intermarket research.
Timothy F
Series 66, Series 65, Series 63
Farmington, CT
MJP Wealth Advisors
Timothy Fitzgerald is a financial advisor with MJP Wealth Advisors in Farmington, CT, holding Series 63, 65, and 66 credentials and bringing 21 years of industry experience. He previously worked at LPL Financial from 2017 to 2021 and has been with MJP Associates, Inc. since 2021. MJP Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing asset management, financial planning, and retirement plan consulting, along with an automated online advisory service. The firm manages approximately $1.56 billion in discretionary assets and employs a principal preservation investment approach using diversified allocations, tax-sensitive strategies, and a combination of proprietary and third-party models.
Michele V
Series 63, Series 65
Farmington, CT
MJP Wealth Advisors
Michele Vendig is a financial advisor with MJP Wealth Advisors in Farmington, CT, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. Her work history includes roles at Arete Wealth Management LLC, MJP Associates, Inc., and Royal Alliance Associates. MJP Wealth Advisors serves individuals, high net worth clients, trusts, estates, employer plans, and other entities with discretionary portfolio management, financial planning, and retirement plan consulting. The firm combines proprietary model portfolios with customized strategies, emphasizing principal preservation and long-term total return through a diversified investment approach and integrates automated advisory platforms alongside its multi-advisor team.
Louis N
CFP®, Series 63
Farmington, CT
MJP Wealth Advisors
Louis Nistico Jr. is a CFP® with 18 years of experience in financial advisory roles. He is currently with MJP Wealth Advisors and has previously worked at Principle Wealth Partners LLC, Northwestern Mutual Wealth Management Company, and Northwestern Mutual Investment Services LLC. MJP Wealth Advisors serves individuals, high net worth clients, trusts, estates, employer plans, and other entities with discretionary portfolio management, financial planning, and retirement plan consulting. The firm utilizes proprietary model portfolios and customized strategies, combining a bottom-up investment selection process with technical and intermarket analysis, while integrating automated advisory platforms alongside a multi-advisor team.
Steven G
CFP®, ChFC®, Series 63
Farmington, CT
MJP Wealth Advisors
Steven Glick is a CFP® and ChFC® with 28 years of industry experience. He is currently a wealth advisor at MJP Wealth Advisors in Farmington, CT, where he has worked since 2008. Prior to that, he was with Royal Alliance Associates, INC. and Arete Wealth Management LLC. Outside of his advisory role, he is involved in independent insurance sales, including life, disability, and property and casualty insurance, through several related businesses. MJP Wealth Advisors provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high net worth clients, trusts, estates, and employer plans. The firm combines proprietary model portfolios and customized strategies with an investment approach focused on principal preservation and long-term total return, utilizing diversification and both fundamental and technical analysis.
Kevin B
CFP®, Series 65
Farmington, CT
MJP Wealth Advisors
Kevin Brady is a financial advisor at MJP Wealth Advisors in Farmington, CT, holding CFP® and Series 65 credentials with 10 years of industry experience. He has worked at MJP Associates, Inc. since 2018 and previously spent two years at Mercer Global Advisors Inc. MJP Wealth Advisors offers discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high net worth clients, trusts, estates, employer plans, and other entities. The firm uses proprietary model portfolios and customized strategies, emphasizing principal preservation and long-term total return through a blend of bottom-up selection, technical analysis, and diversification across various asset classes.
Richard H
CFP®, Series 63
Farmington, CT
MJP Wealth Advisors
Richard Hammond Jr. is a CFP® professional with 31 years of industry experience. He is affiliated with MJP Wealth Advisors and has held previous roles at Arete Wealth Management LLC and Royal Alliance Associates, INC. MJP Wealth Advisors offers discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high net worth clients, trusts, estates, and employer plans. The firm combines proprietary model portfolios with customized strategies and employs an investment approach focused on principal preservation and long-term total return.
Brian V
Series 63, Series 65
Farmington, CT
MJP Wealth Advisors
Brian Vendig is a financial advisor with MJP Wealth Advisors in Farmington, CT, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He previously worked at Arete Wealth Management LLC and Royal Alliance. Vendig serves on the executive board of the Family & Children's Agency, a nonprofit human service organization in Connecticut. MJP Wealth Advisors provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high net worth clients, and various entities. The firm combines proprietary model portfolios with customized strategies and integrates automated and multi-advisor team approaches to emphasize principal preservation and long-term total return.
Robert E
Series 63, Series 65
Farmington, CT
MJP Wealth Advisors
Robert Eilers is a financial advisor at MJP Wealth Advisors with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Royal Alliance Associates, Inc., MJP Associates, Inc., and Arete Wealth Management LLC. He also sells health and life insurance through Brown & Brown of CT, Inc. MJP Wealth Advisors offers discretionary portfolio management, financial planning, and retirement consulting to individuals, high net worth clients, trusts, estates, and employer plans. The firm combines proprietary model portfolios with customized strategies, emphasizing principal preservation and long-term total return through diversified investments and integrated technology platforms.
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