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Kline Wealth Management
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.
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 college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
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.
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: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Recent Event: Janney’s 2023 Mid-Year Market Update
What’s next for the economy and markets?
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
February Investment Perspectives
In this month’s Investment Perspectives, the Investment Strategy Group discusses how the pursuit of a soft landing continues in the new year and anticipates volatile but trending bond markets. Plus, strong market performance in December points to potential positive results for 2024.
Tax Mailing Schedule
Knowing when you’ll be able to access information you need to prepare your taxes makes the process easier.
Estate Planning for Procrastinators
Sometimes a serious illness or health scare prompts people to take a hard look at their estate planning. Frequently, this is when the desire to minimize the impact of estate/inheritance taxes becomes a priority.