What We Do

Comprehensive Financial Planning

Our group, the Laurel Highlands Wealth Advisory Group, believes every client journey begins with a plan. Our financial planning process helps us to understand our client’s goals and priorities and develop a customized plan to help achieve those goals.

Cash Balance Plans

Take advantage of accelerated retirement savings and significant tax benefits: High annual contributions, annual interest credit, tax savings and flexible retirement options

Beyond Investing. Connecting.

When you work with us it’s about going beyond investing. It’s about connecting your life and your finances in a way that makes sense for you, partnering through each stage of life.

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.

Investment Management

Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.

Retirement Income

Generating income from the retirement savings you have accumulated over your lifetime in an efficient way can often be a complex task.

Retirement Planning

Don’t stress about retirement – look forward to it! Together we can develop a retirement plan to help ensure you meet your needs and goals, living out the lifestyle you envision.

Insurance Planning

Janney offers a variety of insurance solutions to help meet your individual needs and preferences, and we can help you understand which options best fit your unique circumstances.