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Awards
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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!
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Forbes Best-In-State Top Wealth Advisor 2023
Fady Maghak Named to Forbes Best in State Top Wealth Advisor List
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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.
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Our History
Janney Montgomery Scott LLC is a leading financial services firm dedicated to putting client needs first.
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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.
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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.
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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.
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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.
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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.
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Recent Event: Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
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Recent Event: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
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Recent Event: Tax & Estate Planning
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
July 24, 2024
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We’re excited to announce that KKR investment funds and our parent company, The Penn Mutual Life Insurance Company, have signed a definitive agreement under which KKR investment funds will acquire Janney Montgomery Scott.
“We are excited to enter this next chapter in our nearly 200-year history with a new value-added strategic partner. KKR has demonstrated they value our client- and advisor-centric culture and share our deep conviction in the tremendous opportunities ahead for our business,” said Tony Miller, President at Janney. “We look forward to working with KKR to invest further in our growth and enable our talented team to further improve the advice and services we offer our clients.”
Read more: https://bit.ly/4cTVLiD
July 21, 2024
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Discover Generous New Tax Credits for Start-Up 401(K) Plans
Newly expanded tax credits are available for employers establishing first-time 401(k) plans for their employees that may offset most or all plan costs for the first three years. Learn more about these credits and the benefits to your business.
July 20, 2024
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Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
Our Investment Strategy Group breaks down the economic and investment implications of recent major government spending initiatives on infrastructure, clean energy and semiconductor technology.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
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July Investment Perspectives
In the latest issue of Investment Perspectives, the Investment Strategy Group examines the appetite for gold, the recent concerns around liquidity, and what to expect for stocks as the summer winds down. Be sure to check it out.
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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.
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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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