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.
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.
Recent Event: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Up Next: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like? Let’s find out!
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.
What to Consider When Buying or Selling a Home in a Rising Mortgage Interest Rate Environment
If you are buying or selling a home when mortgage interest rates are rising, there are important considerations to keep in mind that impact affordability and other factors.
March Investment Perspectives
Read about navigating today’s conflicting economic information, how foreign central bank policies may put downward pressure on the U.S. dollar, and how investors consider factors impacting stocks as economic risks linger.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.