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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

Cost of Divorce—Who’s in Your Corner? - SouthJerseyMagazine.com

Cost of Divorce—Who’s in Your Corner? The Financial Advisors at Begnaud Wealth Management Group of Janney Montgomery Scott, LLC can help clients going through a divorce work toward a fair settlement and a bright future.

When Seeking Financial Advice, Two Minds Are Better - SouthJerseyMagazine.com

When Seeking Financial Advice, Two Minds Are Better The father-daughter team at Begnaud Wealth Management Group of Janney Montgomery Scott uses their combined strengths to help clients reach their goals.

An Annuity Income Strategy During Volatile Markets

Having a financial plan in place for the good times and the bad is essential, especially as one approaches retirement. Periodically, a financial plan should be revisited to consider new strategies.

Events

09/14/2022, 04:00 PM

Medicare: Learn Your Options

What is Medicare? Do you need it? When and how do you enroll? With a variety of options and plans available, Medicare can seem overwhelming, particularly if you don’t yet know the basics. This presentation can help you navigate through the many different considerations, types of coverages, and costs for you and your family, to help you make informed decisions for your health coverage and financial picture.

10/19/2022, 04:00 PM

Generational Planning

12/07/2022, 05:00 PM

Estate / Tax Planning

Research & Insights

August Investment Perspectives

Recession definition, monitoring moves by looking at bond market volatility, and is the tide turning for equities?

6 Strategies for Concentrated Stock Positions

This article is intended to provide an initial overview of some the different strategy options you may consider to protect and diversify highly concentrated stock positions.

Building a Personalized Asset Allocation

At the core of every financial plan is the asset allocation, which at the highest level, is the optimal mix of asset classes most likely to achieve your long-term investment goals.

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Preferred Communication Method:

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.

Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser Representatives of Janney Montgomery Scott LLC, a Registered Investment Adviser.

This website is only intended for clients and interested investors residing in states in which the Financial Advisor is registered. Janney Financial Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed. Not all of the securities, products and services mentioned are available in every state or jurisdiction. Please visit FINRA Brokercheck at https://brokercheck.finra.org/ to verify a Financial Advisors registration information.

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

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