Our Team
By putting our clients’ needs ahead of all else, we are able to focus our efforts on helping clients fulfill their legacy and reach their financial goals. We accomplish this by listening to our clients’ needs and objectives and working hard to help exceed these expectations.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
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.
Investment Management
Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.
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.
Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 18, 2023
Janney’s Mid-Year Market Update
What’s next for the economy and markets?
Inflation has cooled but the Federal Reserve remains guarded – and those forces are causing volatility in the financial markets, as sentiment is whipsawed from bull to bear. Join our exclusive virtual seminar where Janney’s Investment Strategy Group shares their views on the current state, their outlook for the future, and what you should know about the economy and markets’ potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
Mark Luschini | Chief Investment Strategist
Mike Halloran | Equity Strategist
Guy LeBas | Director Custom Fixed Income Solutions
May 16, 2023
Last Chance to register for UNDERSTANDING LONG-TERM CARE! Friday May 19th from 11:30 to 1:00 at Lehigh Country Club. 2319 S Cedar Crest Blvd, Allentown PA 18103.
You have worked hard to build a nest egg as you head into retirement. Learn how to protect that nest egg against one of the largest retirement risks you are likely to face - health care and long-term care expenditures.
To register call Margie Nelcoski at 610-674-6990 or email Margie at mnelcoski@janney.com
May 09, 2023
Register Now for UNDERSTANDING LONG-TERM CARE! Friday May 19th from 11:30 to 1:00 at Lehigh Country Club. 2319 S Cedar Crest Blvd, Allentown PA 18103.
You have worked hard to build a nest egg as you head into retirement. Learn how to protect that nest egg against one of the largest retirement risks you are likely to face - health care and long-term care expenditures.
To register call Margie Nelcoski at 610-674-6990 or email Margie at mnelcoski@janney.com
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
KLC Wealth Advisory
About Us
Janney Insured Sweep
Janney Insured Sweep puts your cash to work at a competitive market interest rate at one or more participating banks, and provides Federal Deposit Insurance Corporation (FDIC) protection.
May Investment Perspectives
We examine why it has not looked like a recession yet, how the Fed policy tools have changed, and whether the stock market will remain resilient through the coming months.
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.