What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Why Janney?
You need to feel confident that the wealth management firm you choose will be there over the long run to support your financial goals. Janney delivers by putting clients at the center of everything we do.
Who We Help
We are privileged to assist individuals, families, institutions, and endowments in pursuit of their financial goals. We offer customized guidance, investment management, and a vast array of resources to all of our clients.
Financial Products
In order to meet the specific needs and preferences of each client, we have the ability to draw upon a broad array of products and services to offer customized financial plans and investment portfolios.
SWMG SOUND Notes
SOUND Live: "The World Has Turned and Left Me Here" SOUND Bite - July 22, 2025
Markets have rallied sharply since April — but is it sustainable? In this SOUND Bite, Brandon Levine and Gary Vescio unpack what’s driving the rebound, what history tells us about this moment, and how long-term investors might position for what’s next.
SOUND Live: "You Can't Eat a Sandwich Without Dijon" SOUND Bite - April 9, 2025
A short-form take on our full SOUND Note from April 9, 2025
SOUND Note: "You Can’t Eat A Sandwich Without Dijon" - April 9, 2025
Although we are only a quarter into 2025, and we believe the odds favor “tariff” being the “word of the year.” Due to our headline driven news, people are not liking the word, but did people love the name Blanche the first time they heard it? In this Note we hope to provide some education on tariffs, some historical economic data, and our views on navigating the equity market in the coming months.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.