Peninsula Wealth Advisory Group of Janney Montgomery Scott

08/20/2026

Abby recently attended Janney’s Branch Ops + PCA Summit, spending two days connecting with colleagues from across the firm, sharing ideas, and learning more about ways we can continue to enhance the advisor and client experience.

Of course, it wasn’t all work! The summit also included a fun team-building night at the bowling alley. It was a great few days of learning, catching up with familiar faces, and making some new connections along the way! 🎳

08/18/2026

Self-employed? Choosing the right retirement plan can be an important part of building your financial future—and there are several options to consider.

Explore the differences between SEP IRAs, Solo 401(k)s, and Cash Balance Plans to help determine which approach may align with your business and retirement goals: https://bit.ly/4xHIx2v

08/17/2026

🎉 Today we're celebrating Denise!

Denise is a kind, dedicated, and hardworking member of our team who truly cares about the clients we serve. Always ready to help and quick to respond, she is committed to making sure our clients feel supported and cared for, and we’re so grateful for everything she brings to our team each day.

Please join us in wishing her a very Happy Birthday and a wonderful year ahead! 🎂

08/11/2026

Missed our recent PlanWise webinar? No problem—click the link to watch the full recording and explore the insights shared during the session.

08/05/2026

Matt recently enjoyed a trip to beautiful Montauk, NY with his family. From the scenic coastline to quality time together, it was the perfect way to enjoy the summer.

07/29/2026

Abby, Denise, & Susan recently enjoyed a beautiful day exploring the Artisan Market at Winterthur!

07/17/2026

Try these summer fruit recipes that are bursting with refreshing flavors and vibrant colors.

Make the most of the season's sweetest produce with these summer fruit recipes starring peaches, berries, melons, plums, cherries, and more. From fruit-packed pies and galettes to vibrant salads, cocktails, and savory mains, these recipes celebrate peak-season flavor.

07/17/2026

Join us on Thursday, July 30 at 12:00 p.m. ET for a 30-minute PlanWise webinar featuring Brad Arnold, Esquire, Partner at Limestone Pension Associates.

We'll cover:
✔️ Remaining SECURE 2.0 action items
✔️ The next document restatement cycle
✔️ Strategies to get more value from your retirement plan administrator

Register today!

Webex by Cisco is an AI-powered secure enterprise collaboration platform.

07/14/2026

🎉 Today we're celebrating Mike!

Mike's dedication to our clients, thoughtful guidance, and positive attitude make him an invaluable member of the Peninsula Wealth Advisory Group. We're grateful for everything he does and the impact he has on both our clients and our team.

Please join us in wishing Mike a very Happy Birthday and a fantastic year ahead! 🎂

07/10/2026

Phil is back for another pupdate! He's getting bigger, more adventurous, and still just as adorable as ever. We thought you'd enjoy seeing how much he's grown since his last appearance.