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Kline Wealth Management
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: 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.

Recent Event: Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025?

Recent Event: The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.

Optimizing Tax Strategy and Charitable Giving with a Donor-Advised Fund
When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances. Let’s take a look at one option that may be worth considering—a Donor-Advised Fund (DAF).

Document Vault Checklist
Keep your financial, household, and personal documents in one safe place. This free feature is available to all Janney clients who are registered users of Online Access.

Beware of These Top Tax Scams When Filing Your Taxes
The IRS produces a list of its “Dirty Dozen” tax scams each year. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to be familiar with the latest list of common issues—and take some simple steps to stay safe from them.
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