Who We Are

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.
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.
About Janney
With roots tracing back to 1832, the Financial Advisors of Janney Montgomery Scott LLC have continued to build their reputation for providing timely service and knowledgeable financial consultation to individual and institutional clients.
Preferred Communication Method
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.