Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Rebuilding Together | April 26th, 2025
Proud to partner with Rebuilding Together Miami-Dade on their mission to repair homes, revitalize our communities, and restore hope for our neighbors in need.
World Down Syndrome Day - 3/21
Happy to celebrate World Down Syndrome Day and rock our socks in support of John's Crazy Socks, a down syndrome family-owned business.
Sunshine Corvette Club of South Florida
Kevin's corvette wins Exceptional in Class at the Sunshine Corvette Club | February 23, 2025
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: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
Recent Event: Janney's Mid-Year Market Update
What’s next for the economy and markets?
Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
People & Purpose
A Wine Tour of Italy at Total Wine | April 16th, 2025
We experienced the artistry of Italian winemaking with a curated tasting of classic varietals from renowned regions across Italy.
Veterans Day BBQ 2024
Thank you to everyone who joined us on Saturday, November 9th for our annual client BBQ in celebration of Veterans Day!
California Wine Tasting at Total Wine | October 9th, 2024
We enjoyed a taste of California with a wine tasting featuring bold reds, crisp whites, and great company.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.
Life Insurance: It's Not Just for Income Replacement
If you or your family has significant wealth, you may benefit from leveraging life insurance outside of the traditional approach.
Safeguard Your Legacy: The Importance of Organizing Physical Stock Certificates
Physical stock certificates may seem old-fashioned, but they carry real value and real risks. Taking steps now to organize them can simplify your financial future and protect your legacy.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.