MJT & Associates Financial Advisory Group
Investment Details
Investor Type
Private Investment Firm
Asset Class Focus
Fixed Income (Debt and Bonds), Hedge Funds, Private Equity, Real Estate, Venture Capital
Stage Focus
Seed, Early Stage, Series A, Series B, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States
Industries Focus
- Investment Management
- Estate Planning
- Financial Planning
- Retirement Planning
- Tax Planning
- Education Planning
- Special Needs Planning
- Divorce Planning
- Insurance Analysis
- Real Estate Analysis
- Social Security Maximization
- Roth Conversion Analysis
- Charitable Giving
- Business Entity Selection
- Business Succession Planning
Investment Size:
100,000 to 50,000,000 USD
Investor Details Founded: 2014
MJT & Associates Financial Advisory Group is a fee-only wealth management firm based in Minnesota, offering comprehensive financial planning and investment management services. The firm collaborates with small business owners, retirees, pre-retirees, and families in transition, providing expertise in areas such as divorce and special needs planning. Their services encompass financial planning, tax planning, retirement planning, estate planning, and investment management, aiming to help clients navigate complex financial landscapes and achieve their individualized goals. The firm's investment management approach is independent and adheres to the fiduciary standard of care, constructing portfolios aligned with clients' risk tolerance and financial objectives. They offer a range of services, including portfolio monitoring, trading, capital gain/loss evaluation, and asset allocation, ensuring that clients' investments are managed in their best interest. Additionally, MJT & Associates provides financial planning services that address various aspects of clients' financial lives, such as retirement projections, education planning, cash flow planning, tax planning, and insurance analysis. Their holistic approach is designed to help clients understand and manage their financial situations effectively, with a focus on long-term success and security.
Contact
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