Gregory J. Dupée and Scott J. Karpiak of the Karpiak-Dupée Investment Group of Janney Montgomery Scott LLC have spent their careers helping high net worth clients, institutions, endowments, and trusts establish and implement financial solutions to even the most complex situations. They have the knowledge and experience, plus all the necessary resources, to help with your unique situation.
Beginning with an in-depth discovery process, The Karpiak-Dupée Investment Group will listen to exactly what you want to accomplish. From there, the team will put together a creative solution based on time-tested strategies. Upon reviewing those with you and obtaining your agreement, they will implement those solutions on your behalf. Their commitment to you does not stop there. On an ongoing basis, they will communicate with you regularly to review progress against your stated goals and make changes to your portfolio based on the market conditions or life events.