Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor.Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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 and knowledgeable insights for your employer-sponsored retirement plan.
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.
Mid-Year Market Update Featuring Guest Speaker: John Carew with Tandem Investment Advisors
Tandem’s team have been recognized nationally numerous times for
performance and low volatility. Mr. Carew is a frequent guest speaker on
topics including dividend growth strategies, low volatility investing and
general market history. Please join us as Mr. Carew reviews current and
past market conditions and performance.
Space is limited, please RSVP by clicking to call below:
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 Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
June 06, 2023
How Janney Provides Simplicity and Security for Your Finances
In light of continued financial uncertainty, it’s natural to have heightened interest or concern around the security of your assets. Read more about the specific protections Janney has in place for your account.
June 02, 2023
We had fun watching the Florence Flamingos play their season opener last night! We at Chase Wealth Management look forward to watching all season. Go Flamingos!
June 02, 2023
Will ORielly Joins Janney as Head of Investment and Wealth Solutions
We’re pleased to announce the addition of Will ORielly as Head of Investment and Wealth Solutions. He will lead a team of professionals who help identify products, services, and technologies that allow our Financial Advisors to effectively address evolving client needs.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
HELP PROTECT YOUR ACCOUNTS
BY DESIGNATING A TRUSTED CONTACT
Appointing a trusted contact can help ensure the safety and security of your accounts, providing another layer of protection for your peace of mind.
Janney Insured Sweep
Janney Insured Sweep puts your cash to work at a competitive market interest rate at one or more participating banks, and provides Federal Deposit Insurance Corporation (FDIC) protection.
May Investment Perspectives
We examine why it has not looked like a recession yet, how the Fed policy tools have changed, and whether the stock market will remain resilient through the coming months.
Office Information
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.