MJP Welcomes Ruth Gretz to the Team

Ruth Gretz Joins the MJP Wealth Advisory Team

We are thrilled to announce that Ruth Gretz, CPA, PFS™, CFP® has joined MJP Wealth Advisors as a Wealth Advisor.

Ruth brings extensive experience in financial planning, tax strategy, and investment management, along with a thoughtful and practical approach to helping clients navigate important financial decisions. She provides objective investment guidance, personalized financial planning, and tailored strategies aligned with each client’s long-term goals. Ruth works with affluent individuals and families, including business owners and senior executives.

Before joining MJP, Ruth spent nearly a decade as an Executive Director at RDM Financial Group, which was acquired by Hightower Advisors in 2017. There, she advised clients on investment portfolios and comprehensive financial planning strategies. Earlier in her career, Ruth led national tax compliance and consulting teams at Arthur Andersen and Deloitte, and also served as a financial advisor at Merrill Lynch. Her experience at Deloitte introduced her to integrated financial planning and investments, shaping the client-focused, holistic approach she brings to her work today.

Ruth earned a BBA in Accounting from the Ross School of Business at the University of Michigan. She is a CERTIFIED FINANCIAL PLANNER® professional, a CPA licensed in New York, and holds the AICPA Personal Financial Specialist (PFS™) credential. She also holds a Connecticut Life, Health & Annuity Producer insurance license and previously held Series 7 and 63 securities licenses.

We are excited to welcome Ruth to the MJP team and are confident that her expertise and dedication to client service will be a tremendous asset to our clients and firm.

Please say hello to Ruth the next time you call in or visit our Westport office!