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Jenny Daly Wealth Management
No matter where you are in life — just starting out, in your peak earning years, nearing retirement, or contemplating your legacy — we are here for you. When you work with us, it’s about going beyond investing. It’s about connecting your life and your finances.
We take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Our depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables us to provide high quality service, while offering advice and executing financial solutions for every stage of life.
Awards
2026 Best-in-State Women Wealth Advisor
In February 2026, Jenny Daly was named to the Forbes Best-in-State Women Wealth Advisors list for the fourth consecutive year.
AdvisorHub Advisors to Watch 2025
In June 2025, Jenny Daly was recognized by AdvisorHub as one of its 250 “Advisors to Watch". Advisors are ranked on a number of criteria including assets, level of service, growth of practice, professionalism, community service and diversity.
Forbes Best-in-State Women Wealth Advisor 2025
In February 2025, Jenny Daly was named to the Forbes Best-in-State Women Wealth Advisors list for the third consecutive year.
Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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Community Involvement
We are committed to engaging with our local community and finding new ways to be involved, help and give back.
Zest Cooking Event
Grateful for a wonderful evening hosting a small client appreciation event at Zest in Fairfield. We had the opportunity to cook together, share great conversation, and then sit down to enjoy a healthy, delicious meal as a group — a perfect reminder that the relationships we build go far beyond the work we do. 💛 On the menu: Eggplant “meatballs,” pasta with marinara, a vibrant kale salad with roasted butternut squash, pumpkin seeds, pomegranate seeds, quinoa with a maple Dijon vinaigrette, and some incredible healthy desserts: sweet potato brownies & chickpea blondies! 👩🏻🍳
2026 World Down Syndrome Day
In celebration of World Down Syndrome Day (recognized each year on March 21), we were proud to “rock our socks” at Janney Hackensack… or should we say HackenSOCK?!! 🧦 🌈 We celebrated a day early so we could all take part together. ❤️ Wearing our brightest, mismatched socks is a small gesture with a big message—celebrating inclusion, acceptance, and the beauty of what makes each of us unique. Grateful to work alongside a team that cares so deeply ❤️
2026 Toy Drive for the Salvation Army
Proud of our Janney Hackensack team for coming together to collect stuffed animals for The Salvation Army. 🧸❤️ These little friends will soon be heading to children who could use a little extra comfort and a few more smiles. Grateful to work with people who care so deeply about our community.
Video Library - "Your Daly Dose"
Retirement Savings Challenges for Women
Planning for retirement can look different for women versus men.
Understanding Timeshares
Are you considering investing in a Timeshare?
What is Your Advisor's Investment Philosophy?
Do you know what your advisor's investment philosophy is?
Industry Events & Professional Development
2026 Forbes / SHOOK On-the-Road Event
Jenny really enjoyed spending the afternoon in NYC at the 2026 Forbes | SHOOK On-the-Road Regional Event. Great insights on private equity, real assets, and the market outlook—and even better reconnecting with longtime friends and colleagues across the industry.
2026 Forbes Best-in-State Women Wealth Advisors
Jenny is honored to share that she has been named to the 2025 Forbes Best-in-State Women Wealth Advisors list for the fourth consecutive year. Jenny is so grateful for this recognition and could not have achieved it without her amazing partner Helen Shaw. To our valued clients, thank you for the confidence and trust you continue to place in us.
2026 Janney Elite Conference
It was great being in Philadelphia for the 2026 Janney Elite Advisor Conference — a few days filled with meaningful conversations, great networking and the opportunity to hear from some truly inspiring speakers. The highlight of the conference for me was getting to hear from Ben Nemtin. He shared his powerful story behind his bucket list and asked us all a powerful, rhetorical question that made the entire room pause: “What do you want to do before you die?” A simple question, but one that’s incredibly clarifying and a reminder of how important it is to be intentional about our dreams, to write them down and to actually go after what matters most.
Office Information
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.