News and Commentary

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.

Now is a great time to focus on year-end tax planning. This article covers helpful strategies to minimize your tax burden and maximize your savings now and in 2025.

While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.