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No matter where you are in life — just starting out, in your peak earning years, nearing retirement, or contemplating your legacy — we are here for you. When you work with us, it’s about going beyond investing; it’s about connecting your life and your finances.
We take a customized approach to your finances by understanding your needs and goals and aligning your investment strategies. Our depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables us to deliver high-quality service and implement financial solutions.
Collectively, our individual, charitable and small-business clients have entrusted approximately $1 billion of assets to our team’s oversight. We are extremely proud of the fact that many of our client relationships span several decades, and in quite a few instances, are inclusive of generations of family members. New clients of our practice typically have $1 million or more of investable assets, are seeking consolidated and comprehensive wealth management solutions, and engage us on a flat percentage fee basis for complete fee transparency. This professional investment advisory approach is critical to our mission, as we seek to deliver prudent and personalized investment and financial planning advice to each new generation of our clients.
For more information about any awards referenced, including relevant criteria, please visit Janney.com/awards-disclosures or contact your Financial Advisor
