Southwoods Investment Group
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.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
In The Community
The professionals at Janney live and work in over 100 regions across the country - from large metropolitan areas to small towns.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies and knowledgeable insights for your employer-sponsored retirement plan.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
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.
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
On November 11th, we welcomed Janney's own Dan Wantrobski to discuss US Equity Markets Post-Election & Beyond: Our Thoughts Heading into 2023.
On September 16th we welcomed Roberta Eckert from Nationwide to discuss some details about Medicare, what it is, if we need it, and how we can enroll.
On August 3rd we welcomed Tanvi Pradhan from BlackRock to learn more about environmental, sustainable, and governance investing.
Stay up-to-date and in-the know about every aspect of your financial picture.
December 08, 2022
Make Long-Term Care a Part of Your Financial Plan
It is important that long-term care be addressed as part of your financial plan so you’re prepared for what life may bring.
December 08, 2022
9 Considerations for 2022 Year End Tax Planning
In addition to the continued challenges brought on by inflation and rising prices, 2022 also saw new tax laws as well as proposed additional anticipated changes in 2023. This article examines what you should be aware of as you begin to prepare for 2022 year-end tax planning.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Alternatives to Holding Cash in a Rising Rate Environment
Swings in the financial markets, coupled with rising interest rates and high inflation, may make investing decisions feel challenging, especially if you currently have large cash holdings. Let’s explore some solutions available for cash or cash reinvestment needs, particularly in a rising interest rate environment.
What to Consider When Buying or Selling a Home in a Rising Mortgage Interest Rate Environment
If you are buying or selling a home when mortgage interest rates are rising, there are important considerations to keep in mind that impact affordability and other factors.
Which Programs Should You Consider To Cover Health Care Costs?
It is said that it’s harder to get through retirement than it is to get to retirement.