Awards
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
Forbes 2023 Best-In-State Top Wealth Women Advisor List
Clare Schwemlein Named to Forbes 2023 Best-in-State Top Women Wealth Advisor List
Forbes 2022 Top Wealth Women
Clare Schwemlein Named to Forbes 2022 Top Wealth Women 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.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
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.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies and knowledgeable insights for your employer-sponsored retirement plan.
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.
Recent Event: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Up Next: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like? Let’s find out!
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 27, 2023
Banking Turmoil Underscores Impact of Rate Hikes
Our Investment Strategy Group discusses the impact Fed policy has had on the banking sector and what to expect going forward.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
What to Consider When Buying or Selling a Home in a Rising Mortgage Interest Rate Environment
If you are buying or selling a home when mortgage interest rates are rising, there are important considerations to keep in mind that impact affordability and other factors.
March Investment Perspectives
Read about navigating today’s conflicting economic information, how foreign central bank policies may put downward pressure on the U.S. dollar, and how investors consider factors impacting stocks as economic risks linger.
Home Improvement Credits Under the Inflation Reduction Act
If you are planning to purchase electric vehicles or make energy-efficient improvements to your house, you may save some money under the Inflation Reduction Act.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.