Janney Wealth Management

Janney Wealth Management offers clients a broad spectrum of coordinated investment consulting services, including investment policy statements, money manager searches and quarterly performance reports to increase the potential for asset accumulation. A Janney Financial Consultant, an independent professional money manager and a Wealth Management executive design, manage and monitor exactly the right portfolio to fit your investment objectives.

Janney Consulting Group

Janney Consulting Group is the arm of Janney Montgomery Scott LLC that brings a strategic, disciplined approach to investing in a complex, global market environment.  This time-tested approach is objective and comprehensive; we believe that a thorough understanding of your goals and expectations is an integral part of the investment planning process.  Our experienced and talented investment professionals are committed to properly planning, managing, and monitoring your customized portfolio to help you reach your life goals.   

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Janney Advantage

The Janney Advantage suite of cash management services enables you to consolidate your Janney brokerage investments into one easy-to-manage account that’s both convenient and rewarding. Benefits include a choice of sweep products, Platinum Debit MasterCard®, check writing and online bill payment.

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Mutual Fund Opportunities

There are more than 21,000 individual mutual funds outstanding. They are one of the most popular and convenient ways for investors to pursue their financial goals.

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Saving for College

Janney offers several 529 College savings plans. These programs offer flexible, tax-deferred investments, designed to assist families in meeting the rising costs of higher education.

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Unit Investment Trust

A UIT is an investment vehicle with portfolios of professionally selected securities. Unit investment trusts utilize a Buy-and-Hold philosophy, maintaining that the purchase of a well-chosen portfolio of stocks, coupled with a disciplined investing strategy, is far more successful than "playing the market." This disciplined approach eliminates the emotion of investing and the temptations to buy and sell in unfavorable market situations.

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Personal Financial Planning

Personal financial planning is a process that involves conducting a comprehensive assessment of your goals and financial resources, establishing a sound and cohesive program to accomplish a variety of financial objectives which may include increasing your income and savings, maximizing your wealth, protecting your assets, reducing your taxes and distributing your wealth according to your wishes, and then routinely monitoring the program’s process to ensure achievement of goals and to make any necessary adjustments as life changes occur.

Janney’s Financial Planning Services division was formed to serve the unique financial planning needs of Janney clients with the expertise, guidance and support necessary to implement and maintain successful financial plans.  The department is comprised of Estate and Tax Attorneys, CERTIFIED FINANCIAL PLANNERS ^TM (CFP®) and Certified Public Accountants (CPA), among other Financial Planning professionals.

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Insurance

Janney offers clients an exceptional selection of individual and corporate insurance policies and services. Working with a number of national insurance brokerage firms, we are able to provide comprehensive insurance planning and underwriting to meet the diverse and dynamic needs of our clients.

Coverage options include:

• Term and permanent life insurance
• Long-term care insurance
• Disability income protection
• Business insurance (such as Keyman and Buy-Sell)
• Individual policies for estate planning and other family needs

Our Financial Consultants are supported by a cadre of specialists averaging over twenty years of experience in their field, who work with the leading insurance carriers to identify the most appropriate and favorable solutions for our clients.

Deferred Compensation

Many corporations find that deferred compensation packages for key executives serve as an excellent means of rewarding performance and encouraging retention. A Janney Financial Consultant can illustrate various ways of designing deferred compensation packages to meet your needs

Trust Services

Janney has the knowledge, skill and experience to help build your assets and guide you towards financial success. When it comes to protecting those assets, however, you may need the services of a well-regarded trust company. Whether your need for trust services is prompted by the desire to preserve assets for future generations, ensure the security of those unable to manage their own affairs, transfer business ownership, minimize taxes, or simply reduce the responsibilities of wealth, we can offer assistance through our alliances with the nation’s most respected Trust Companies.