Wealth Management with Experienced Advisors You Can Trust
The Southwoods Investment Group was established to continue our tradition of providing the highest quality of service and advice to our clients – individual investors, families, retirees, business owners, and retirement plans.
With over 100 years combined investment experience, our team is dedicated to helping our clients achieve their financial goals – for both today and tomorrow. Along with the resources available at Janney, we provide our clients with comprehensive wealth management services including investment planning and strategic financial and retirement planning.
Our services extend far beyond customizing an investment strategy. The accumulation, growth, and protection of wealth from generation to generation needs to be at the forefront of your investment plan. It is our goal to help you protect your family's assets and leave a legacy of achievement.