Breadcrumb Home News & Commentary Recent Updates Recent Updates Stay up-to-date and in-the know about every aspect of your financial picture. February 02, 2026 How You Can Leave More to Your Heirs, Minimize Taxes Did you know that repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy? You must have JavaScript enabled to use this form. Request More Information Preferred Communication Method Phone Email I consent to allowing Sound Financial Advisors to send me text messages on behalf of Janney Montgomery Scott LLC and agree to terms of service. Leave this field blank Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals. jchadie@janney.com 508.548.0008
