What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
College Saving and Funding Plans
Plan for More™—supporting your student’s future while protecting your broader financial goals.
As the cost of higher education continues to rise, paying for college often requires more than saving—it often calls for a thoughtful, customized strategy that balances education funding with your broader financial goals.
Financial Planning
Your financial life is shaped by what matters most to you. At Janney, begin by understanding your priorities, then connect your goals to a personalized financial plan designed to help you plan for more—more clarity, more confidence, and more possibility.
No matter where you are in life, we’re here to help you navigate complexity, build a thoughtful strategy, and move forward with purpose. With experience across a wide range of financial situations, we analyze your current circumstances and create a plan tailored to your unique needs and long-term vision.
Investment Management
Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.
Video Library
Jenna R. Fiore Joins Janney Montgomery Scott
Jenna Fiore has joined Janney Montgomery Scott.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
November 05, 2026
fiore_capital_management_november_2026_newsletter_.pdf
November Newsletter: Election Results, AI & Navigating Market Volatility
#marketvolatility #politics #ai #datacenters #interestrates
November 04, 2026
Introducing the new look of Fiore Capital Management.
Built around the values that define my practice—personalized guidance, trusted relationships, and an unwavering commitment to the clients and families I serve.
A new chapter. A new look. The same commitment to helping clients build, protect, and preserve their wealth for generations to come.
Fiore Capital Management
of Janney Montgomery Scott LLC
#FioreCapitalManagement #WealthManagement #FinancialCoaching #PrivateWealth #JanneyMontgomeryScott
October 29, 2026
Real estate investors considering the sale of an investment property may want to understand how a #1031exchange works - a properly structured exchange may allow eligible investors to defer recognition of gain on qualifying investment or business real estate -- subject to applicable requirements.
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Tax deferral does not necessarily eliminate tax liability, and deferred gain may be recognized in a later taxable transaction. Contact me to learn more!
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Explore key considerations, including important timelines, qualifying properties, and potential tax implications:
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https://www.janney.com/wealth-management/education/all-education/details/education/2026/10/06/1031-exchanges--what-real-estate-investors-should-know For important information about Janney and your best interests, see www.janney.com/crs.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
In this issue, we explore the yen “carry trade” strategy, the rate-hike cycle, and why October may be less scary than it seems.
The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
Medicare is more than a health care decision. With several cost and coverage changes taking effect in 2026, reviewing your Medicare choices can help keep your retirement plan aligned with your income needs, health care priorities, and life goals.
AI-Enabled Scams Are Becoming Harder to Detect. Here’s How to Protect Yourself.
AI scams are becoming more sophisticated and harder to identify. Knowing the warning signs can help you slow down, verify what you are seeing or hearing, and better protect your personal information and financial accounts.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.