Home page hero banner
Weinstock Wealth Management
Jim Weinstock's Wealth Management team is committed to providing the best possible client service, investment advice and planning available today. Jim has over 40 years experience in providing high quality client services and investment advice. Janney Montgomery Scott LLC adds over 190 years of experience and has been part of the Penn Mutual Life Insurance Co. since 1982.
Our Team
No matter where you are in life, we provide insight and advice on a broad range of investment/planning issues that help our clients address their current and future needs and goals.
... Read more.
Read less.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Our Investors
Our investors come from many different areas, perspectives, and points of view. Some are busy, successful individuals and others are enjoying their retirement years.
Our Process
Our client process enables us to deliver a detailed assessment of your current situation as well as a prioritized plan to achieve your goals.
How We Are Different
Weinstock Wealth Management unites our commitment to service, investing and planning to address investor's needs and goals.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 01, 2024
Don’t Procrastinate – Establish Your Will
Establishing a will is an important estate planning consideration. Here are some steps to help you establish or complete this valuable document.
May 01, 2024
Planning Strategies for Remaining 529 Balances
Did you know that if you saved more for college than you needed, new changes to 529 plans allow for unused or leftover savings to be rolled into the beneficiary’s Roth IRA?
April 30, 2024
Financial Planning is part of a thorough investment strategy.
Discover the advantages of financial planning. Watch this segment on Nasdaq Trade Talks to hear our Head of Wealth Planning share insights on a range of timely topics, including:
- Understanding the importance of financial planning for high-net-worth individuals and families.
- Exploring strategies for effectively managing inheritances or windfalls.
- Discovering the significance of personalized financial plans tailored to your unique circumstances.
- Learning about Janney's commitment to support the next generation of Financial Advisors.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
In this issue we discuss opportunities in the Eurozone, understanding the sensitivity to volatility, and the record-breaking stock market performance.
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.
You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give — supporting their education.
Office Information
Office hours:
8:30 AM to 5:00 PM
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.