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Southwoods Investment Group
Our Team
The Southwoods Investment Group takes a comprehensive approach to investing using a process to learn about the client’s current financial situation, and the objectives they would like to meet later in life. The team works with each client to set realistic goals, and designs a plan that works to not only achieve those objectives but also to consider the daily income needs of the investor and their family. Each member of the Southwoods Group is equipped with the knowledge, and experience to structure and maintain a plan with diversified investments that are the most appropriate for the client. The team also uses the resources available at Janney Montgomery Scott to provide quality guidance to their clients. The professionals in Janney’s Wealth Management Department offer unique investment products and services for a complete wealth management experience.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.