Working With Clients

Clients can engage with us in a brokerage or advisory capacity. Depending on what type of relationship we establish with our clients, we can recommend a customized client centric strategy that focuses on where you are today and where you want to be in the future.

Retirement Planning

Don’t stress about retirement – look forward to it! Together we can develop a retirement plan to help ensure you meet your needs and goals, living out the lifestyle you envision.

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 provide a personalized plan designed to meet your needs.

Life Events May Trigger Lending Needs

When it comes to your liquidity needs, your financial plan should address borrowing solutions that may be immediately accessible, when and if necessary. Learn more by reading this article.

4 Tips for Navigating Market Volatility

Market volatility is inevitable, but that doesn’t mean it isn’t concerning at times. Explore some important tips and insights that may help you navigate market volatility in smart and strategic ways.

An Annuity Income Strategy During Volatile Markets

Having a financial plan in place for the good times and the bad is essential, especially as one approaches retirement. Periodically, a financial plan should be revisited to consider new strategies.

Florida Community Property Trust Act

As of July 1, 2021, the newly enacted Community Property Trust Act allows residents and nonresidents alike to establish a Florida community property trust. The tax law provides that residents of community property states receive a full basis step-up on their community property upon the death of the first member of a married couple to die.

Forbes Recognizes Kenneth Feiertag as a Best-In-State Wealth Advisor

Forbes Recognizes Kenneth Feiertag as a Best-In-State Wealth Advisor

Forbes Recognizes Kenneth Feiertag as a Best-In-State Wealth Advisor

Janney Montgomery Scott LLC, a leading full-service wealth management, financial services, and investment banking firm, is pleased to announce that Kenneth Feiertag, Executive Vice President/Investments, Financial Advisor has been named to the Forbes 2020 Best-In-State Wealth Advisors list.