Who We Are

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.