Recent Updates

Planning to live longer? With many people now living into their 90s and beyond, it may be worth considering how your financial plan can support a retirement that could last decades.

When we joined @Janney last November, we were the first advisers the firm had placed in North Texas. No office yet. No Texas infrastructure. Just a team that believed this market deserved the kind of long-term, relationship-first commitment a firm willing to make a 10-year bet would bring. This week, that bet went public. Janney is opening a Preston Center office this summer, with plans to manage north of $1 billion in North Texas within the next two to three years. None of that surprises me. Dallas grew its millionaire population 85% over the last decade. Goldman Sachs is building here. UBS is opening a wealth advisory hub here. Morgan Stanley is expanding here. DFW isn't becoming a financial center. It already is one. The families building wealth here aren't waiting for institutions to notice North Texas. They have been navigating complex financial decisions for years. What they need is an adviser committed to this market for the long term. That's why we made the move. Read the full story here: https://www.bizjournals.com/dallas/news/2026/05/06/janney-preston-center-first-north-texas-office.html #Janney #NorthTexas #Dallas #WealthManagement #FinancialAdvice #WestHavenPrivateWealth #DFW For important information about Janney and your best interests, see www.janney.com/crs.

Trump Accounts are a historic new savings tool created under the One Big Beautiful Bill to offer the next generation a jump start on saving. Here’s how they work.

Women often face unique and complex circumstances when it comes to finance and investing. Here’s how to navigate them and take control of your financial future.

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

What can we expect for the economy and markets in 2026? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on what you should know about the markets’ potential impact on your portfolio strategy. Featuring: Janney’s Investment Strategy Group | Mark Luschini, Chief Investment Strategist | Guy LeBas, Chief Fixed Income Strategist.

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?!