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begnaudgroup@janney.com
(856) 291-5032

As a father-daughter team, we run our practice as we would want it run for our own family, with integrity, diligence and trust. We work collaboratively to bring our unique strengths and experience to the table for our clients; we have been graciously referred to as the “belt-and-suspenders” of family financial planning. We believe it is essential that we truly understand your goals, priorities and risk tolerance in order to keep you on track to meet your objectives.

We know that wealth needs to be more than managed. It needs to be developed, preserved, and when the time is right, passed along. It is a privilege to be a trusted advisor to your family and in many cases to several generations of your family.

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About Us

As a father-daughter team, we run our practice as we would want it run for our own family, with integrity, diligence and trust. We work collaboratively to bring our unique strengths and experience to the table for our clients; we have been graciously referred to as the “belt-and-suspenders” of family financial planning. We believe it is essential that we truly understand your goals, priorities and risk tolerance in order to keep you on track to meet your objectives.

We know that wealth needs to be more than managed. It needs to be developed, preserved, and when the time is right, passed along. It is a privilege to be a trusted advisor to your family and in many cases to several generations of your family.

Go to our Facebook pageGo to our LinkedIn page

Our Services

Divorce Financial Planning

A collaborative path during divorce can yield positive results. A financial specialist can help you be informed and best positioned to reach a financially equitable settlement.

Retirement Planning

Don’t stress about retirement – look forward to it! Together we can develop a retirement plan to help ensure you meet your needs and goals, living out the lifestyle you envision.

Financial Planning

No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to provide a personalized plan designed to meet your needs.

Our Team

Gary Begnaud, CRPC®, CDFA®

Executive Vice President/Wealth Management, Financial Advisor

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Amy Begnaud, CFP®, CDFA®, CPFA

Vice President/Wealth Management, Financial Advisor

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Angela M. Gavin

Senior Registered Private Client Associate

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Recent Updates

Tax Planning Guide | Home

Now is the time to take steps that might minimize your taxes. Check out our 2022 Tax Planning Guide for information on all aspects of tax law changes and planning strategies.

Make Long-Term Care a Part of Your Financial Plan

Incorporating long-term care needs as part of your comprehensive financial plan may help you and your loved ones navigate a difficult time without additional financial and emotional stress.

Life Events May Trigger Lending Needs

When it comes to your liquidity needs, your financial plan should address borrowing solutions that may be immediately accessible, when and if necessary. Learn more by reading this article.

Events

12/07/2022, 05:00 PM

Estate / Tax Planning

Research & Insights

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.

November Investment Perspectives

Why investors should stay the course, a look at premium-priced bonds, and what’s ahead for stocks.

Alternatives to Holding Cash in a Rising Rate Environment

Swings in the financial markets, coupled with rising interest rates and high inflation, may make investing decisions feel challenging, especially if you currently have large cash holdings. Let’s explore some solutions available for cash or cash reinvestment needs, particularly in a rising interest rate environment.

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Office information

Address:

701 E. Gate Drive
Suite 210
Mt. Laurel, NJ 08054

Phone:

(856) 291-5032

Email:

begnaudgroup@janney.com

You can get in touch with us directly calling our phone number (856) 291-5032 or dropping us an e-mail begnaudgroup@janney.com.

©2022, Janney Montgomery Scott LLC. All Rights Reserved. Member: FINRA, NYSE, SIPC.

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