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Jenny Daly Wealth Management
No matter where you are in life — just starting out, in your peak earning years, nearing retirement, or contemplating your legacy — we are here for you. When you work with us, it’s about going beyond investing. It’s about connecting your life and your finances.
We take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Our depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables us to provide high quality service, while offering advice and executing financial solutions for every stage of life.
Awards
AdvisorHub Advisors to Watch 2025
In June 2025, Jenny Daly was recognized by AdvisorHub as one of its 250 “Advisors to Watch". Advisors are ranked on a number of criteria including assets, level of service, growth of practice, professionalism, community service and diversity.
Forbes Best-in-State Women Wealth Advisor 2025
In February 2025, Jenny Daly was named to the Forbes Best-in-State Women Wealth Advisors list for the third consecutive year.
Janney Outstanding Women Advisor of the Year Award
In October of 2024, Jenny Daly was named Janney's Outstanding Women Advisor of the Year. The annual recognition highlights exceptional client service, community engagement and commitment to professional development.
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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Community Involvement
We are committed to engaging with our local community and finding new ways to be involved, help and give back.
2026 Non-Perishable Food & Personal Hygiene Drive
✨WE DID IT✨! With generous donations, the Hackensack branch was able to collect non-perishable food & personal hygiene products for Oasis - A Haven for Women and Children located in Paterson, NJ. 🏡 We can’t thank you enough for helping us provide much-needed assistance to a well-deserved community organization. Oasis is a nonprofit organization that carries out educational and social service programs to help women enter and succeed in the workforce and help children flourish academically. They also operate a soup kitchen and provide emergency food, clothing, and social support to city residents in need.
2026 Kickoff
A wonderful evening with colleagues from Janney Hackensack 💙 celebrating another year of collaboration and success. A great moment to reflect on the year behind us and kick off 2026. Cheers to the year ahead!
2025 Holiday Celebration
Helen and Jenny spent the evening celebrating the holidays at the Holly Jolly Lounge✨ at Calandras Bakery’s Il Vecchio Café, surrounded by over-the-top holiday décor, festive cocktails, and the kind of joyful energy that instantly puts you in the Christmas spirit. 🎄❤️ Jenny is so grateful for Helen and the opportunity to work alongside her every day. Strong teams are built on trust, appreciation and real connection—and Jenny never takes that for granted. Happy holidays! ✨
Video Library - "Your Daly Dose"
Examining Your Relationship with Money
What is your relationship with money?
4 Key Estate Planning Documents Everyone Should Consider
Do you have these key estate planning documents?
Budget and Spending
Creating and sticking to a budget can help you to achieve your financial goals.
Industry Events & Professional Development
2026 Janney Elite Conference
It was great being in Philadelphia for the 2026 Janney Elite Advisor Conference — a few days filled with meaningful conversations, great networking and the opportunity to hear from some truly inspiring speakers. The highlight of the conference for me was getting to hear from Ben Nemtin. He shared his powerful story behind his bucket list and asked us all a powerful, rhetorical question that made the entire room pause: “What do you want to do before you die?” A simple question, but one that’s incredibly clarifying and a reminder of how important it is to be intentional about our dreams, to write them down and to actually go after what matters most.
2025 Visit to Garfield High School
Jenny was honored to be invited back to her alma mater, Garfield High School, to speak with Mr. Rob LoManto’s Career Class. 🧑🏻🏫 Jenny shared her personal story, career path and why she believes wealth management is a meaningful and exciting field for young people to consider. Once a Boilermaker, always a Boilermaker! 💜💛
2025 Barron's Advisor Women Summit
Jenny loved spending time with so many incredible women in wealth management at the Barron's Advisor Women Summit at the incredible The Breakers Palm Beach ☀️ 🌴 This year celebrated the summit’s 20th anniversary and Jenny is so grateful to have been part of these gatherings over the past few years representing Janney. 💙 One of the true highlights was hearing from Hoda Kotb✨ who shared her story & journey with such honesty and heart that she moved the audience to tears. Her message was unforgettable — a beautiful reminder of strength, resilience and the power of never giving up.
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.