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.
One of the key client service approaches of The Schwemlein Wealth Management Group is ensuring clients are educated.
The Schwemlein Wealth Management Group has received a number of industry recognitions:
2018, 2019, 2020 & 2021 TOP WEALTH ADVISOR MOM - Working Mother Magazine
2019 & 2021 BEST-IN-STATE WEALTH ADVISOR - Forbes
2019 CORPORATE CITIZENSHIP AWARD - Chillicothe Chamber of Commerce
2020, 2021, 2022 & 2023 BEST-IN-STATE TOP WOMEN WEALTH ADVISOR - Forbes
2023 BEST-IN-STATE TOP WEALTH MANAGEMENT TEAM - Forbes
The Schwemlein Wealth Management Group is proud of our level of commitment and involvement with numerous organizations and associations in our community.
Janney Montgomery Scott has extensive experience in municipal financing, helping cities, towns, schools and hospitals fund projects for the public good.
The Schwemlein Wealth Management Group assists companies with the design and implementation of retirement plans for employees. Those plans may include 401(k), 403(b), Profit Sharing, Traditional Defined Benefit or Cash Balance, 457, Non-qualified Deferred Compensation and SIMPLE and SEP Plans.
