Our Team
Choosing someone to help you manage your money is both a business, and a personal decision. The Kline Wealth Management Group at Janney Montgomery Scott has become the trusted advisors to a select group of individuals, families and organizations, offering personalized wealth management to help them toward their financial goals and objectives. By taking the time to encourage and build long-term relationships built on trust, integrity and honest communication, the Kline Wealth Management Group, led by John R. Kline, provides unbiased advice and makes investment recommendations that adhere to your risk tolerances and help you in your journey to your goals and objectives. They act as your personal guide, helping to navigate and simplify the complex world of investing. The Kline Wealth Management Group understands their clients' personal values and priorities so that they are better equipped to assist their clients with attaining the life they want to live and the legacy they want to leave behind. Relationships, after all, lie at the heart of what the Kline Wealth Management Group does best: finding ways to help clients accumulate, grow and enjoy their wealth.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan with high-level service that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.
Estate Planning
You've worked hard to accumulate assets, build wealth, and provide for your family, building a legacy – we're here to help ensure that legacy is carried out and protected.
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: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Recent Event: Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Protecting Your Business: The Importance of Insurance
The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.
Should I Convert From a Traditional IRA to a Roth IRA in a Volatile Market?
Soaring inflation and global conflict have led to ongoing stock market volatility. Retirement savers may be wondering, “Is now a good time to convert to a Roth IRA?”
How to Reduce Taxes on Employer Stock in a 401(k) Plan
If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.