Home page hero banner

Team Hero Image
Awards
Award Image
Forbes 2024 Best-In-State Wealth Mangement Team
Ozazewski, Decker, Plunkett Wealth Management Group has been named to the Forbes 2024Best-In-State Wealth Management Teams list. “We’re proud of Ozazewski, Decker, Plunkett Wealth Management Group for earning this prestigious recognition from Forbes. It’s a testament to their dedication to providing clients with comprehensive wealth management advice and stellar client service. Congratulations to Ozazewski, Decker, Plunkett Wealth Management Group on this well-deserved accolade,” said Kevin Reed, President of the Firms Private Client Group.Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.
Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation. ... Read more. Read less.
Online Access Client Portal
Simplify your finances with quick, convenient, secure access to your Janney account information using your desktop or mobile device.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
November 27, 2024
Recent Update Photo
We are welcoming Eliot Latchaw to our team!! With over 30 years of distinguished service in law enforcement culminating in the rank of Captain, Eliot Latchaw brings a wealth of leadership, strategic decision-making, and community focused experience to the financial services industry by joining our team. As a former law enforcement executive in one of the nation’s largest police agencies, Eliot has consistently demonstrated integrity, accountability, and a commitment to serving others. Qualities that now guide his approach to helping clients achieve their financial goals. Recently earning a degree in Finance and retiring from law enforcement, Eliot has begun a second career and joined the Ozazewski/Decker/Plunkett Wealth Management Team at Janney Montgomery Scott LLC as a Financial Advisor Trainee. His unique combination of leadership experience and academic excellence enables him to provide a disciplined, solutions-oriented approach to financial planning. Eliot is committed to understanding each client’s unique needs and delivering tailored strategies that prioritize their long-term financial well-being. Clients can trust Eliot to be a dependable partner in their financial journey. Eliot’s law enforcement career instilled in him a deep sense of responsibility, the ability to manage complex situations, and a steadfast dedication to protecting and serving. These traits translate seamlessly into his new focus as a financial advisor trainee, where he is devoted to safeguarding clients’ financial futures with that same level of care and commitment he has had his whole life. Outside of work, Eliot is passionate about community involvement and mentoring others while enjoying time with his family and friends. Eliot believes in empowering individuals to make informed financial decisions and strives to build lasting, trusted relationships with every client he serves.
Office Information
Office hours:
8:30 A.M. to 5:00 P.M.
Phone:
Toll-free:
Preferred Communication Method
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.