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www.HartfordBusiness.com • October 23, 2017 • Hartford Business Journal 23 CBIA Health Connections – Connecticut's leading small business insurance program – offers you the best combination of value, service, and choice in a single program. It's easy to administer and backed by industry-leading customer service. Medical plans from ConnectiCare and Harvard Pilgrim Group and voluntary dental, life, disability, and vision options Employee wellness program One bill; one number to call for personal service Join the thousands of Connecticut small businesses who choose CBIA Health Connections. Contact your agent for a quote or visit cbia.com. Why do Connecticut small businesses choose CBIA Health Connections for insurance? cbia.com/insurance | 860.244.1900 Savings, Simplicity, and Service MJP Wealth Advisors What does your company do? MJP Wealth Advisors is an independent fi- nancial services firm that provides integrated wealth management and investment services to individuals, families and businesses. How do you remain competitive in the market? MJP Wealth Advisors remains competi- tive in the market by offering our clients integrated wealth planning, sophisticated investment strategies and innovative tech- nology offerings to efficiently support client relationships and internal processes. Our wealth plan- ning services are highly customized and tailored to each client's unique needs and objectives. Our investment strategies are supported by rigorous research and monitored to respond to ongoing changes in the market and the client's lifecycle. As part of our advisory services, we focus on addressing our clients' preferences and needs to offer en- gaging and interac- tive technology to support their wealth management objec- tives. We provide cli- ents with a dynamic, online platform that delivers an all-en- compassing view of their wealth, which allows us to main- tain a collaborative and empowering relationship with each client. In addition, our firm makes con- tinuous investments internally in technol- ogy, investment re- search, and personnel in order to improve the productivity of our team and support exceptional, high- touch client service. What are the top two goals for your com- pany over the next 10 years? Over the next 10 years, we aim to con- tinue our double-digit annual growth rate and focus on expanding in both Hartford County and Fairfield County. By offering comprehensive wealth planning services, customized investment strategies and high- level client service we have been able to grow organically and would like to continue expanding in the future. With ongoing investments in technology and personnel, we also strive to maintain our high-level of client service and will fo- cus on offering our clients more diverse and robust investment options. What is the one family value you want passed onto each generation in your business? The one family value that we would like passed onto each generation in our busi- ness is integrity. Integrity is defined as 'the quality of being honest and having strong moral principles; moral uprightness.' In our business, we believe doing the right thing and always acting in the best interest of our clients is most important. Our founder, Mort Potoff built the com- pany around the principles of integrity, honesty and authenticity. Our team mem- bers have adopted these values and live by them when servicing our clients each day. When referring to giving financial advice to clients, Mort has always said to ask yourself one thing, 'Would you do it for your mom or dad?' We view our clients as an extension of our own family and treat them as such. Acting with integrity is paramount and we hope this family value gets passed onto each generation in our firm's future. Headquarters: Farmington and Fairfield Industry: Financial Services Year Founded: 1981 Founder: Mort Potoff Generation Currently Running Company: Second No. of Full-Time Employees: 11 No. of Part-Time Employees: 3 Family Members Currently Employed at Company: Brian Vendig, President and Managing Executive, spouse of Michele Vendig, son-in-law of Mort Potoff; Michele Vendig, Vice President, Marketing and Advisory Services, spouse of Brian Vendig, daughter of Mort Potoff; Mort Potoff, Founder, father of Michele Vendig, father-in- law of Brian Vendig Company Website: www. mjpwealthadvisors.com (From left) MJP Wealth Advisors' Mort Potoff, Michele Vendig and Brian Vendig. 2nd Place Full Time Employees less than 25 FAMILY BUSINESS Awards