News and Commentary

📈Our annual Market Outlook seminars are always a highlight of January, and this year was no exception! ❄️Although snow and ice forced us to reschedule four of our five events, we were grateful to welcome hundreds of clients and community members who joined us to learn about the markets, financial planning insights, and the year ahead. Following a series of travel delays, we were also pleased to virtually recognize Hugh Lantz, Executive Vice President and Financial Advisor, as he prepares for his retirement later this year. 🎉👏 If you were unable to attend and would like additional information from the presentation—or if you would like to be added to our mailing list for future events—please contact our office at 540.236.9220 or email vawealth@janney.com.

Did you know that repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy?

We’re honored to share that for the third consecutive year, our team has been recognized as a Forbes 2025 Best-in-State Wealth Management Team! This achievement reflects the trust and confidence our clients place in us every day. We are deeply grateful for your partnership and the opportunity to help you pursue your financial goals. Our commitment remains on delivering exceptional service, providing personalized financial advice and helping you achieve long-term success. Thank you for allowing us to be part of your journey! For more information on the scope of consideration for referenced industry awards or accolades, please visit Janney.com/awards-disclosures.