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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
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
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 provide a personalized plan designed to meet your needs.
Investment Management
Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.
Divorce Financial Planning
If you believe your marriage is heading for divorce, you will want to be financially prepared, for the divorce process and what comes after.
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.
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.
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: A Medicare Primer
What's Medicare? Do you need it? How and when do you enroll?
Recent Event: Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
Financial Planning For Women
Retirement Planning Considerations for a Stay-at-Home Spouse
Married couples often decide together that one spouse should be the primary breadwinner while the other stays home to take care of family members.
Retirement-Planning Tips for Women
More women are working and taking charge of their own retirement planning than ever before.
Women and Money: Taking Control of Your Finances
As a woman, you have financial needs that are unique to your situation in life. Perhaps you would like to buy your first home. Maybe you need to start saving for your child's college education. Or you might be concerned about planning for retirement. Whatever your circumstances may be, it's important to have a clear understanding of your overall financial position.
That means constructing and implementing a plan. With a financial plan in place, you'll be better able to focus on your financial goals and understand what it will take to reach them. The three main steps in creating and implementing an effective financial plan involve:
Developing a clear picture of your current financial situation
Setting and prioritizing financial goals and time frames
Implementing appropriate saving and investment strategies
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Discover Generous New Tax Credits for Start-Up 401(K) Plans
Newly expanded tax credits provide welcome relief from the costs associated with plan administration and company contributions.
Tax-Smart Charitable Gifting Strategies
Take advantage of the current tax rules to support the charities you care about and save on your taxes at the same time. This article features strategies to consider.
Building a Personalized Asset Allocation
Learn how a well-defined asset allocation guides the path your investment portfolio follows to achieve your long-term financial goals.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.