West Chester Wealth Advisors of Janney Montgomery Scott, LLC

West Chester Wealth Advisors of Janney Montgomery Scott, LLC Our goal is to help you achieve your goals. Our page and updates are intended for U.S. residents only.

Janney Montgomery Scott LLC (“Janney”) is a Registered Investment Advisor, Broker Dealer and a member of FINRA, NYSE, and SIPC. No information posted on this site should be construed as a recommendation by Janney or any of its affiliates as an offer to sell or solicitation to buy any securities or as personalized investment advice. For information about how Janney may use the information you provi

de, please visit http://www.janney.com/privacy-policy. You can also visit www.Janney.com/socialmedia for more information. For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

08/27/2026

If leaving a legacy is one of your long-term financial goals, how you use retirement assets you don’t need for current income can be an important part of the planning process.

Learn about IRA Maximization and how this strategy may help address tax considerations for certain individuals and their heirs: https://bit.ly/4wPXxKU

08/13/2026

Managing your finances should be simple and secure. With eDelivery, you can access important account documents online as soon as they're available, including statements, trade confirmations, tax forms, and more.

Watch this short video to learn how to enroll in eDelivery: https://bit.ly/4fXkvuC

08/10/2026

What could shape the next move in markets? Our latest Investment Perspectives shares timely insights from Janney's Investment Strategy Group on the trends influencing investors today.

Read the August report here: https://bit.ly/4bC8eJp

08/03/2026

Following the Federal Reserve’s decision to hold interest rates steady, our Investment Strategy Group examines what limited guidance and ongoing policy reviews could mean for monetary policy and the markets.

07/13/2026

Our Investment Strategy Group's latest Investment Perspectives explores consumer resilience, AI's evolving impact on credit markets, and what investors may want to watch as we move through the second half of 2026.

Read the July report here: https://bit.ly/3QUyjMJ

July is a natural time to pause, reflect, and refocus.A mid-year financial check-in can be an opportunity to assess your...
07/09/2026

July is a natural time to pause, reflect, and refocus.

A mid-year financial check-in can be an opportunity to assess your progress, revisit your priorities, and make thoughtful adjustments for the months ahead.

Wishing you a joyful Independence Day as we honor the courage and freedom that define our nation.
07/04/2026

Wishing you a joyful Independence Day as we honor the courage and freedom that define our nation.

West Chester Wealth Advisors is excited to welcome Sophia Morrison as a Private Client Associate! Sophia joins our team ...
06/26/2026

West Chester Wealth Advisors is excited to welcome Sophia Morrison as a Private Client Associate! Sophia joins our team with a passion for client service and a commitment to providing an outstanding experience for the families we serve. We are excited to have her on board and look forward to all she'll contribute as a member of the West Chester Wealth Advisors team. Welcome, Sophia!

06/25/2026

Your financial life moves with you, and your technology should too.

The enhanced Janney Online Access Mobile App makes it easier to stay connected to your accounts, access your financial plan, move money securely, and manage important information—wherever you are.

Watch the short video and visit our website to see what’s new: https://bit.ly/4b8p9To

If you weren’t able to join us live for our Mid-Year Market Update, you can still access the full conversation at your c...
06/24/2026

If you weren’t able to join us live for our Mid-Year Market Update, you can still access the full conversation at your convenience with our recently released replay. https://bit.ly/3SnQkmY

Address

200 N High Street
West Chester, PA
19380

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+16104366063

Website

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