News and Commentary
Founding Members
News Photo
Joseph Watson
We have dedicated this page to our dear friend and former colleague, Joe Watson.
News Photo
Gary Rooth
We have dedicated this page in memory of our dear friend and colleague, Gary Rooth.
Frequently Asked Questions
News Photo
FAQs
We have listed just a few of our most commonly asked questions. If you have a question that is not found here or have a question on the answers included, please don't hesitate to contact us directly. Absolutely all questions are welcome!
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 01, 2023
Recent Update Photo
FDIC Insurance: How It Protects Your Cash & How to Increase Coverage
Are you concerned about bank failures? This article explains how FDIC insurance helps safeguard your money, and how you can potentially increase that coverage.
April 03, 2023
Recent Update Photo
Anticipating a large tax bill?
Janney’s margin lending program may help you finance your tax bill without having to sell assets or deplete cash.
March 14, 2023
Recent Update Photo
5 Common Investment Tax Filing Errors
As you file for your 2022 taxes, keep in mind the more common tax filing errors highlighted in this article, along with things you can do to avoid them.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
Email Image sargentwealthmanagement@janney.com
Phone Image 267.685.4205