Our Team
Being a team allows us to pull from various perspectives, and experiences to provide unique advice and guidance to our clients. The breadth and depth of our team, along with the resources of Janney Montgomery Scott, enables us to deliver for our clients.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Investment Management
Our investment process begins with defining goals and objectives.
Once this is defined, our focus is on helping create a simplified and customized asset allocation.
Estate and Insurance Planning
We are able to provide guidance in areas of estate planning that include; wealth transferring, charitable giving, trust and legal document formation, business succession planning, and asset protection.
While we do not draft legal documents or give legal advice, we do work closely with clients and their attorneys to help assure their financial goals, and planning are aligned.
Retirement Planning
One of the biggest worries among investors is running out of money in retirement. With interest rates low, few pension plans and longevity increasing, this is more prevalent than ever.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Recent Event: A Medicare Primer
What's Medicare? Do you need it? How and when do you enroll?
Recent Event: Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
January 10, 2025
Outlook 2025
When you understand what’s expected for the economy and markets in the coming year, you can better develop a long-term investment strategy. Read our Outlook here.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Noah Doyle & Charles Princiotto named to Forbes' 2018 Top 1,000 Next Generation Wealth Management Advisors List
We are pleased to announce that Noah Doyle and Charles Princiotto, Financial Advisors with Battery Park Financial Partners, have been named to Forbes’ 2018 list of America’s Top 1,000 Next-Generation Wealth Advisors. This prestigious recognition honors young, talented advisors who represent the future of the wealth management industry.
Discover Generous New Tax Credits for Start-Up 401(K) Plans
Newly expanded tax credits provide welcome relief from the costs associated with plan administration and company contributions.
Tax-Smart Charitable Gifting Strategies
Take advantage of the current tax rules to support the charities you care about and save on your taxes at the same time. This article features strategies to consider.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.