News and Commentary
Recent Updates
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November 21, 2025
Our firm, Janney Montgomery Scott, headquartered in Philadelphia, made its first foray into Texas earlier this month with the opening of our Dallas branch. Now the Eagles are headed to Dallas. The West Haven Private Wealth team is proud to root for the Cowboys this weekend – representing Dallas blue AND Janney Blue.
How ‘bout them Cowboys?!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.
Life Insurance: It's Not Just for Income Replacement
If you or your family has significant wealth, you may benefit from leveraging life insurance outside of the traditional approach.
Safeguard Your Legacy: The Importance of Organizing Physical Stock Certificates
Physical stock certificates may seem old-fashioned, but they carry real value and real risks. Taking steps now to organize them can simplify your financial future and protect your legacy.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
