News and Commentary

Do you know what your advisor's investment philosophy is?

What is your relationship with money?

Do you have these key estate planning documents?

Jenny is honored to share that she has been named to the 2025 Forbes Best-in-State Women Wealth Advisors list for the fourth consecutive year. Jenny is so grateful for this recognition and could not have achieved it without her amazing partner Helen Shaw. To our valued clients, thank you for the confidence and trust you continue to place in us.

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.

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! 💜💛

Learn what led Jenny Daly to Wealth Management and her approach to financial planning & client relationships.