How we serve You...

We’re one of the only investment firms that bring mindset, investment management, and financial planning into one simple process to help you build the vision of your future.

How we serve You...

We’re one of the only investment firms that bring mindset, investment management, and financial planning into one simple process to help you build the vision of your future.

What you want...

An honest, experienced, properly licensed advisor who’s truly on your side helping you grow and manage your money so that you can finally enjoy the financial freedom you deserve.

What our Money Mindset financial process accomplishes...

Step 1

We fully understand YOU – your values, visions, & goals.

Step 2

We deep dive into your numbers and the behaviors behind them.

Step 3

We create a custom financial plan with actionable steps to begin creating your future.

Step 4

We tailor an investment strategy based on your new financial plan.

Step 5

We aim to empower you and your financial life.

Your result:

You gain a financial plan based on what's most important to you. 

You understand your financials and know what steps to take towards your goals.

You gain new healthy habits and thought patterns.

You pass on this new money mindset, health, and wealth to your kids.

You and your family build financial independence that lasts.

Unlike other finance groups and big banks, we take a revolutionary approach to understand our customer so that we create a plan for their particular financial, emotional, and spiritual needs. We understand that money is just a tool to create the experiences you truly want in the present and for future generations to come.

Our products & services...

  • Money Mindset coaching
  • Financial planning provided by our advisors
  • Investment in stocks, ETFs, bonds, mutual funds
  • Money management
  • Retirement planning: IRA, Roth, 401k, SEP
  • Life insurance
  • Long-term care
  • Tax planning
  • Education planning & 529s
  • Estate planning

Ready to simplify your finances? Get started by booking a free 20 minute consultation today!

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Joyce Rojas is a highly experienced financial advisor who brings money mindset, investment management, and financial planning into one simple process so that you can positively impact your future, as well as your children’s.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2023 Money Mindset Wealth Management
45 Eisenhower Dr. Paramus, NJ 07652

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