Our Team
Being a team allows us to pull from various perspectives, and experiences to provide unique advice and guidance to our clients. The breadth and depth of our team, along with the resources of Janney Montgomery Scott, enables us to deliver for 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.
Investment Management
Our investment process begins with defining goals and objectives.
Once this is defined, our focus is on helping create a simplified and customized asset allocation.
Estate and Insurance Planning
We are able to provide guidance in areas of estate planning that include; wealth transferring, charitable giving, trust and legal document formation, business succession planning, and asset protection.
While we do not draft legal documents or give legal advice, we do work closely with clients and their attorneys to help assure their financial goals, and planning are aligned.
Retirement Planning
One of the biggest worries among investors is running out of money in retirement. With interest rates low, few pension plans and longevity increasing, this is more prevalent than ever.
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: Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Recent Event: Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025?
Recent Event: The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
February 03, 2025
Get Tax Information and Forms
Be sure to check out our 2024 tax resources for updated mailing schedules, tax forms, and other helpful resources as you prepare for upcoming tax deadlines.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Noah Doyle & Charles Princiotto named to Forbes' 2018 Top 1,000 Next Generation Wealth Management Advisors List
We are pleased to announce that Noah Doyle and Charles Princiotto, Financial Advisors with Battery Park Financial Partners, have been named to Forbes’ 2018 list of America’s Top 1,000 Next-Generation Wealth Advisors. This prestigious recognition honors young, talented advisors who represent the future of the wealth management industry.
Optimizing Tax Strategy and Charitable Giving with a Donor-Advised Fund
When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances. Let’s take a look at one option that may be worth considering—a Donor-Advised Fund (DAF).
Document Vault Checklist
Keep your financial, household, and personal documents in one safe place. This free feature is available to all Janney clients who are registered users of Online Access.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.