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: "A Little Bit of History Repeating" SOUND Bite - October 21, 2025
In our latest SOUND Bite, Brandon shares perspective on recent trade tensions, shifting fund manager sentiment, and how those dynamics are shaping the broader market as we move into the final quarter of 2025.
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
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.