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 and knowledgeable insights for your employer-sponsored retirement plan.
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: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
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?
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Janney Insured Sweep
Janney Insured Sweep puts your cash to work at a competitive market interest rate at one or more participating banks, and provides Federal Deposit Insurance Corporation (FDIC) protection.
May Investment Perspectives
We examine why it has not looked like a recession yet, how the Fed policy tools have changed, and whether the stock market will remain resilient through the coming months.
Your Assets are in Good Hands: Resources and Account Protection at Janney
Through every market condition, through every stage of your life—and your family’s life—Janney provides stability and coverage for the safety and security of your assets.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.