Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Rebuilding Together | April 25th, 2026
We are honored to support Rebuilding Together on Miami-Dade’s National Rebuild Day, joining fellow volunteers to complete critical home repairs and accessibility improvements for local homeowners in need. For more than 30 years, Rebuilding Together Miami-Dade has helped vulnerable residents through essential repairs and modifications, preserving safe, affordable housing and strengthening communities across the region.
Rebuilding Together | April 26th, 2025
Proud to partner with Rebuilding Together Miami-Dade on their mission to repair homes, revitalize our communities, and restore hope for our neighbors in need.
World Down Syndrome Day - 3/21
Happy to celebrate World Down Syndrome Day and rock our socks in support of John's Crazy Socks, a down syndrome family-owned business.
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.
Recent Event: Janney’s Mid-Year Market Update
As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next.
Recent Event: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Recent Event: Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
People & Purpose
Veterans Day BBQ 2025
We’re so grateful to everyone who came out to our BBQ on Saturday, November 8th to celebrate Veterans Day with us!
A Wine Tour of Italy at Total Wine | April 16th, 2025
We experienced the artistry of Italian winemaking with a curated tasting of classic varietals from renowned regions across Italy.
Veterans Day BBQ 2024
Thank you to everyone who joined us on Saturday, November 9th for our annual client BBQ in celebration of Veterans Day!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
June Investment Perspectives
In this month’s issue, we look at what’s next for the Strait of Hormuz, compare funds versus bonds, and commemorate the 234th birthday of the New York Stock Exchange.
Plan for 100: Income Planning for a Longer Life
Living longer is no longer just a possibility—it’s a planning reality. With many individuals now living into their 90s and beyond, how can you prepare for a retirement that could last decades?
529 Plans Continue to Evolve: Here’s What Families Need to Know in 2026
529 plans have long been a powerful way to save for education in a tax-advantaged manner. In recent years, however, legislative changes have significantly expanded how these plans can be used—making them more flexible and relevant for a wider range of education and financial planning needs.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.