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As a father-daughter team, we run our practice as we would want it run for our own family, with integrity, diligence and trust. We work collaboratively to bring our unique strengths and experience to the table for our clients; we have been graciously referred to as the “belt-and-suspenders” of family financial planning. We believe it is essential that we truly understand your goals, priorities and risk tolerance in order to keep you on track to meet your objectives.
We know that wealth needs to be more than managed. It needs to be developed, preserved, and when the time is right, passed along. It is a privilege to be a trusted advisor to your family and in many cases to several generations of your family.
Awards
Forbes 2025 Best-in-State Wealth Management Teams
The Begnaud Wealth Management Group of Janney Montgomery Scott was named to Forbes 2025 Best-in-State Wealth Management Teams
2024 Wealth Management Advisory Award
At Janney’s 2024 Wealth Management Conference, Amy Begnaud was named this year’s recipient of the Janney Wealth Management Advisory Award.
This recognition is based on outstanding performance, thought leadership and commitment to enhancing advisory solutions for our clients and firm.
2023 Advisor Growth Award
In October 2023, Amy Begnaud was selected to be the recipient of Janney Montgomery Scott's Advisor Growth Award
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.
Service Dogs for America's Heroes
Gary & Amy Begnaud supported the Hero Dogs foundation at this year's Janney Wealth Management Conference in Baltimore.
2023 Pro Bono - Amy Begnaud
CFP® professionals across the country provide free, no-strings-attached, financial advice to underserved people in need. Pro bono financial planning helps people take control of their financial lives and has a positive impact on individuals, families and communities — and elevates and enriches the financial planning profession.
2022 Pro Bono - Amy Begnaud
CFP® professionals across the country provide free, no-strings-attached, financial advice to underserved people in need. Pro bono financial planning helps people take control of their financial lives and has a positive impact on individuals, families and communities — and elevates and enriches the financial planning profession.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Protecting Your Business: The Importance of Insurance
The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.
Should I Convert From a Traditional IRA to a Roth IRA in a Volatile Market?
Soaring inflation and global conflict have led to ongoing stock market volatility. Retirement savers may be wondering, “Is now a good time to convert to a Roth IRA?”
How to Reduce Taxes on Employer Stock in a 401(k) Plan
If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.