What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Why Janney?
With roots tracing back to 1832 and headquartered in Philadelphia, PA - the birthplace of America - Janney has the experience to provide comprehensive financial advice and high-quality service.
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 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.
SOUND Note: "The Pitch" March 17, 2025
As we continue to find the 2025 investment universe in the constant crosshairs of the pessimistic pundits of the financial news media, we hope to provide some color on what we have observed over the past few months and decades, and use this to share our medium to long-term outlook, and see how much of these recent events are just a ”show about nothing…”.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.