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The Bishop Wealth Management Group
  • Home
  • Who We Are
  • What We Do
  • News & Commentary
  • Events
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What We Do

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No matter where you are in life – we’re here for you through every step of your financial journey.

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Investment Management of Advisory Accounts
STRATEGIC & TACTICAL ASSET ALLOCATION
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Financial Planning
CREATING A FULL FINANCIAL PICTURE
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Insurance and Asset Protection
ESSENTIAL TO PRESERVING WEALTH
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Trusts and Estates
PASSING WEALTH TO YOUR HEIRS
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Business Owners
HELPING YOU NAVIGATE YOUR SMALL BUSINESS NEEDS
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Retirement Plan Services
EXPERIENCED ERISA PLAN ADVISORS
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Family Office Support Services
MANAGING COMPLEX FAMILY FINANCIAL STRUCTURING
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Technology
24/7 ACCESS TO YOUR ACCOUNT
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Our First Meeting
We have provided as a convenience for you a list of typical documents and information we need to begin an analysis of your financial situation.
Preferred Communication Method
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
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©2023, Janney Montgomery Scott LLC
Member: FINRA, NYSE, SIPC
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Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser Representatives of Janney Montgomery Scott LLC, a Registered Investment Adviser.

This website is only intended for clients and interested investors residing in states in which the Financial Advisor is registered. Janney. Financial Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed. Not all of the securities, products and services mentioned are available in every state or jurisdiction. Please visit FINRA Brokercheck at https://brokercheck.finra.org/ to verify a Financial Advisors registration information.

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

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