Our Team
Carney Peterson Wealth Management Group, a multi-generational family business with over 40 years of combined experience in the industry, provides concierge-level service and wealth management strategies for our clients and their families. Our clients consider us to be a vital part of their decision-making circle—we work closely not only with our clients, but also with their estate planning attorneys, accountants/ CPAs, and insurance advisors. By working collaboratively, we have a greater understanding of our clients’ specific needs and expectations, and can recommend a wealth management strategy that takes all of these important components into consideration. Dan Carney, the team’s senior advisor, is a 37-year industry veteran, and has been navigating the markets—both good and bad—for almost four decades. The team’s experience is invaluable when it comes to designing forward-thinking portfolios that are tactical in nature, and adjusted accordingly based on where we are in any given market cycle. We chose to join Janney for a multitude of reasons, including: Investment platforms that enable us to manage our clients’ portfolios with efficiency and the forward-thinking design our team has developed over the past 37 years. Industry-leading technology that allows our team to analyze every piece of the investment puzzle. Client-friendly reporting and online account access. The ability for us to engage with key decision-makers.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
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.
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.
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: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue we take a look at BRICS+ and potential investment opportunities, determine if bond market supply matters, and discuss why September is a more worrisome month for stocks than October.
Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?
SECURE Act 2.0 is designed not only to make it easier for employers to adopt and administer retirement plans, but also to help individuals save for retirement. There are nearly 100 provisions in this new legislation. Some of these, which are in place now or will become effective in coming years, are highlighted below.
Outlook 2023: Mid-Year Update
In our initial Outlook 2023 publication, we offered a thesis around the concept of two-way risk.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.