Awards
Congratulations to Fady for Passing the CEPA Exam!
We are thrilled to announce that Fady has successfully passed the Certified Exit Planning Advisor (CEPA) exam! This prestigious certification is a testament to his dedication, expertise, and commitment to excellence in the field of exit planning.The CEPA designation is a significant achievement that recognizes AMP Wealth Management Group's deep knowledge and skills in helping business owners plan for a successful transition. We are incredibly proud of him for reaching this milestone and are excited about the value and insights he will bring to our clients.Please join us in celebrating this fantastic accomplishment and congratulating Fady on this well-deserved success!
Forbes Best-In-State Top Wealth Advisor 2023
Fady Maghak Named to Forbes Best in State Top Wealth Advisor List
Forbes Best-In-State Wealth Management Team 2023
The AMP Wealth Management Group Named to Forbes Best in State Wealth Management Teams List
Our Team
Our team — Fady Maghak, Tom Paz, Frank Amigo, Victor Fernandez, Alicia Blanco and Jackie Romero — bring decades of professional experience to the AMP Wealth Management Group, and together we work tirelessly to deliver coordinated and seamless recommendations to our clients.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Our History
Janney Montgomery Scott LLC is a leading financial services firm dedicated to putting client needs first.
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 analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
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.
2024 - Hero Dogs
We are excited to support Hero Dogs at Janney’s Wealth Management Conference in Baltimore! Hero Dogs improves the lives of veterans and first responders by providing highly trained service dogs at no cost.
2024 - Rebuilding Together
We're excited to announce that the Janney Miami office recently took part in Rebuilding Together Miami-Dade's National Rebuild Day! It provided our team with a great chance to unite and contribute to our community.
2024 - Wings for Wishes
Our team helped sponsor the 10th Annual Wings for Wishes event for the Make-A-Wish Foundation. It was a record turnout.
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 Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 17, 2024
9 Considerations for 2024 Year-End Tax Planning
Now is a great time to focus on year-end tax planning. This article covers helpful strategies to minimize your tax burden and maximize your savings now and in 2025.
October 01, 2024
Estate Planning for Procrastinators
While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.
September 18, 2024
We recently attended our annual Teaming Summit in Philadelphia, which brought together advisors and leaders from across Janney. The event provided a valuable opportunity to connect, exchange insights, and explore new strategies for enhancing our practice and team—all with the goal of delivering even greater service to our clients.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
We take a closer look at economic activity in China, the potential changes to tax exemptions and what that might mean for munis, and how earnings expectations drive stock prices.
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
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.