Breadcrumb Home What We Do Our Process 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. We provide initial and ongoing guidance so you can see your progress and make refinements as necessary. Return to What We Do Request More Information Preferred Communication Method Phone Email I consent to allowing Weinstock Wealth Management to send me text messages on behalf of Janney Montgomery Scott LLC and agree to terms of service. Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals. jweinstock@janney.com 203-662-6362
