Awards
Forbes Best-In-State Wealth Management Team 2025
Starr | Barth Wealth Management Named To Forbes 2025 Best-in-state Wealth Management Teams List
Forbes Best In State Team 2024
Starr | Barth Wealth Management Named to Forbes Best in State Wealth Management Teams List
Forbes Best-In-State Team 2023
Starr | Barth Wealth Management Named to Forbes Best in State Wealth Management Teams List
Our Team
Our group includes Jerry Starr and Bill Barth as well as an experienced team of financial specialists at Janney Montgomery Scott LLC. The Firm's roots trace back to 1832, and previously held the second oldest membership of New York Stock Exchange. Starr | Barth Wealth Management was formed in 1999 and holds a combined 47 years of service in the financial industry.A core belief held by each member of our group is the importance of comprehensive financial planning. As part of our planning process, we focus a great deal of time and attention on the entire client relationship, from establishing and prioritizing goals, to making and implementing recommendations, to reviewing performance and measuring progress. All with the single purpose of helping you achieve your definition of financial success. This client centered approach to financial planning truly separates our wealth management group from other financial advisors.
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Jerry R. Starr, AWMA™
Executive Vice President / Wealth Management, Financial Advisor
William G. Barth, AWMA™
Executive Vice President / Wealth Management, Financial Advisor
Mitchell Z. Sienkiewicz, CFP®
Financial Advisor
Barb Ujazdowski
Account Executive
Cassie Beres
Registered Private Client Associate
Jackie Walker
Private Client Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan with high-level service that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
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.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Up Next: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Recent Event: Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Recent Event: Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 05, 2025
Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term turbulence may experience advantages in the end.
March 04, 2025
WELCOME MITCH SIENKIEWICZ, CFP®️, FINANCIAL ADVISOR
We are thrilled to introduce Mitchell Sienkiewicz as the newest member of our team at Starr | Barth Wealth Management of Janney Montgomery Scott. In December of 2024, he obtained what is considered the standard of excellence in the financial planning industry, the CERTIFIED FINANCIAL PLANNER®️ certification.
We remain committed to providing the highest level of service and financial advice. We are confident that Mitch’s expertise and dedication will strengthen our ability to meet your financial needs and ensure a personalized, thoughtful experience for you and your family.
March 04, 2025
JERRY R. STARR, AWMA®️ PROMOTED TO EXECUTIVE VICE PRESIDENT
Please join us in congratulating Jerry on his promotion to Executive Vice President. This prestigious recognition is a direct result of his unwavering dedication to you, our valued clients.
Jerry’s remarkable 30-year tenure was recently celebrated at Janney’s Elite Conference, where he was honored among the top advisors in the firm. His hard work and commitment have been instrumental in driving our success, and we are excited for the continued positive impact he brings to the team.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Optimizing Tax Strategy and Charitable Giving with a Donor-Advised Fund
When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances. Let’s take a look at one option that may be worth considering—a Donor-Advised Fund (DAF).
Document Vault Checklist
Keep your financial, household, and personal documents in one safe place. This free feature is available to all Janney clients who are registered users of Online Access.
Beware of These Top Tax Scams When Filing Your Taxes
The IRS produces a list of its “Dirty Dozen” tax scams each year. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to be familiar with the latest list of common issues—and take some simple steps to stay safe from them.
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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.