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The Schwemlein Wealth Management Group
Awards
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Forbes Best-In-State Team 2024
The Schwemlein Wealth Management Group Named to Forbes Best in State Wealth Management Teams List
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Forbes 2023 Best-In-State Top Wealth Advisor List
Clare Schwemlein Named to Forbes 2023 Best-in-State Top Wealth Advisor List
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Forbes 2023 Best-In-State Top Wealth Management Teams List
The Schwemlein Wealth Management Group Named to Forbes 2023 Best-In-State Top Wealth Management Teams List
Our Team
Our mission is to help our clients and their families achieve their financial goals. We take a personalized approach to helping each client fulfill his or her unique vision for retirement, education, charitable and other interests.The Schwemlein Wealth Management Group is honored to have been named a Forbes 2023 Best-in-State Wealth Management Team.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
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Did You Know?
The Schwemlein Wealth Management Group of Janney Montgomery Scott has been proudly serving the financial needs of clients in the community for over 50 years.
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Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
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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.
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.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
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Recent Event: Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
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Recent Event: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
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Recent Event: Tax & Estate Planning
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
July 18, 2024
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Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
Our Investment Strategy Group breaks down the economic and investment implications of recent major government spending initiatives on infrastructure, clean energy and semiconductor technology.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
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July Investment Perspectives
In the latest issue of Investment Perspectives, the Investment Strategy Group examines the appetite for gold, the recent concerns around liquidity, and what to expect for stocks as the summer winds down. Be sure to check it out.
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Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
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Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
Office Information