We're pleased to share that Jeffrey Schnee has been named to the 2022 Forbes list of Best-In-State Wealth Advisors. Jeff shares this honor with the full team and congratulates them on their dedication, knowledge, and outstanding client service, values that are reflected in this distinction. A special thanks to our clients, for the trust and confidence they place in us each and every day.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Women & Investing
As a woman, you have financial needs that are unique to your situation in life.
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.
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to provide a personalized plan designed to meet your needs.
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
On November 11th, we welcomed Janney's own Dan Wantrobski to discuss US Equity Markets Post-Election & Beyond: Our Thoughts Heading into 2023.
On September 16th we welcomed Roberta Eckert from Nationwide to discuss some details about Medicare, what it is, if we need it, and how we can enroll.
On August 3rd we welcomed Tanvi Pradhan from BlackRock to learn more about environmental, sustainable, and governance investing.
Stay up-to-date and in-the know about every aspect of your financial picture.
December 08, 2022
Make Long-Term Care a Part of Your Financial Plan
It is important that long-term care be addressed as part of your financial plan so you’re prepared for what life may bring.
December 08, 2022
9 Considerations for 2022 Year End Tax Planning
In addition to the continued challenges brought on by inflation and rising prices, 2022 also saw new tax laws as well as proposed additional anticipated changes in 2023. This article examines what you should be aware of as you begin to prepare for 2022 year-end tax planning.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Alternatives to Holding Cash in a Rising Rate Environment
Swings in the financial markets, coupled with rising interest rates and high inflation, may make investing decisions feel challenging, especially if you currently have large cash holdings. Let’s explore some solutions available for cash or cash reinvestment needs, particularly in a rising interest rate environment.
What to Consider When Buying or Selling a Home in a Rising Mortgage Interest Rate Environment
If you are buying or selling a home when mortgage interest rates are rising, there are important considerations to keep in mind that impact affordability and other factors.
Which Programs Should You Consider To Cover Health Care Costs?
It is said that it’s harder to get through retirement than it is to get to retirement.