Awards
Frank A. Weckenman and Sons Named to Forbes 2025 Best-in-State Wealth Management Teams List
Frank A. Weckenman and Sons have once again been named to the Forbes 2025 Best-in-State Wealth Management Teams list. “Congratulations to Frank A. Weckenman and Sons on receiving this prestigious recognition. This honor reflects their dedication to delivering outstanding wealth management advice and exceptional client service. It also underscores how Janney’s combination of resources, personalized support, and a collaborative culture empowers advisors to elevate their practices and achieve success. We’re proud to support them,” said Kevin Reed, President of the Firm’s Private Client Group.Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.
Frank A. Weckenman and Sons Named to Forbes 2024 Best-In-State Wealth Management Teams list
Frank A. Weckenman and Sons has been named to the Forbes 2024 Best-In-State Wealth Management Teams list. “We’re proud of Frank A. Weckenman and Sons for earning this prestigious recognition from Forbes. It’s a testament to their dedication to providing clients with comprehensive wealth management advice and stellar client service. Congratulations to Frank A. Weckenman and Sons on this well-deserved accolade,” said Kevin Reed, President of the Firm’s Private Client Group.Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.
Forbes Best-In-State Team 2023
Frank A. Weckenman & Sons named to Forbes' list of Best-In-State Wealth Management Teams for 2023
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.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
"Founding Father"
Frank A. was a father, business associate, best friend and teacher to many of his colleagues and sons, and for that, his memory will forever remain in our hearts.
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 higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.
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.
Up Next: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
Recent Event: Janney's Mid-Year Market Update
What’s next for the economy and markets?
Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
September 04, 2025
9 Considerations for Year-end Planning
As the end of 2025 approaches, it’s a good time to implement strategic tax planning to minimize your tax liability, maximize savings, and get on track for 2026.
August 27, 2025
U.S. government debt tops $36 trillion—here's what that means for investors.
With debt at roughly 100% of GDP and deficits running over $1 trillion this fiscal year, rising interest costs are siphoning significant federal revenue nearly 18% by year-end just to service the debt. Globally, G7 nations face similar debt burdens, prompting bond markets to demand higher yields to offset risk. For portfolio strategy, this backdrop highlights why staying selective tilting toward shorter-duration bonds, high-quality sovereigns, and diversified fixed-income remains essential.
#GovDebt #FixedIncome #BondStrategy #FiscalRisks #PortfolioDefense #FinancialPlanning
This is for informational purposes only and taken from sources believed to be reliable but is not guaranteed as to accuracy or completeness. It is not an offer to sell or a solicitation to buy any securities. Janney Montgomery Scott LLC or its affiliates may release written or oral commentary and technical analysis that may differ from the opinions expressed here. Past performance is not indicative of future results.
August 20, 2025
AI is moving beyond hype — and reshaping more than just Big Tech.
Former Google CEO Eric Schmidt emphasized at the RAISE Summit that AI isn’t a bubble but rather a “new industrial structure” underpinned by sustained demand for chips and software. Meanwhile, Wall Street is closely examining signs of AI adoption outside traditional tech Q2 earnings suggest AI is boosting efficiency and margins across more industries. For clients, this means it’s time to assess AI’s role in portfolios not just via mega-cap tech, but through targeted strategies in industrials, healthcare, and other sectors that are leveraging AI tools to drive real gains. Let's discuss how to thoughtfully position your investments around AI’s broadening influence.
#ArtificialIntelligence #InvestmentStrategy #TechEvolution #WealthManagement #PortfolioDiversification
This is for informational purposes only and taken from sources believed to be reliable but is not guaranteed as to accuracy or completeness. It is not an offer to sell or a solicitation to buy any securities. Janney Montgomery Scott LLC or its affiliates may release written or oral commentary and technical analysis that may differ from the opinions expressed here. Past performance is not indicative of future results. For more information about Janney, please see Janney's Relationship Summary (Form CRS) at 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.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
2025 Tax Reform: A Look at Key Changes for Individuals and Families
On July 4, 2025, new tax rules were signed into law under the 2025 Reconciliation Legislation known as the One Big Beautiful Bill Act (OBBBA). OBBBA introduces significant changes to the tax code that will impact how you file your 2025 tax returns—and returns for years to come.
2025 Tax Reform: A Look at Key Changes for Businesses
On July 4, 2025, new tax rules were signed into law under the 2025 Reconciliation Legislation known as the One Big Beautiful Bill Act (OBBBA). OBBBA introduced significant changes to the tax code that may impact taxes for you or your business. How will you prepare?
September Investment Perspectives
In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.