Janney Montgomery Scott LLC

MULTI-GENERATIONAL WEALTH MANAGEMENT THROUGH EXPERIENCED ADVISORS YOU CAN TRUST

Scheinker Investment Partners was established to continue our tradition of providing the highest quality of service and advice to our clients – individual investors, families, retirees, business owners, corporate executives and foundations. 

With over 100 years combined investment experience, our team is dedicated to helping our clients achieve their financial goals – for both today and tomorrow.  Along with the resources available at Janney, we provide our clients with comprehensive wealth management services including investment planning and strategic financial and retirement planning.  Our team is dedicated to affording our clients with a legacy of achievement through a relationship built on trust and success.

Our services extend far beyond customizing an investment strategy.  The accumulation, growth, and protection of wealth from generation to generation needs to be at the forefront of your investment plan.  It is our goal to help you protect your family’s assets and leave a legacy of achievement. 

 

Barron's Top 1000 Advisors
Janney Montgomery Scott  is proud to announce that Jerry Scheinker has been named to Barron’s 2012 list of “Top 1,000 Advisors,” published February 20, 2012.   

 


Barron’s Top 40 Wealth Management Firms
The list, published in the latest edition of Barron’s quarterly PENTA publication to high net-worth investors, ranks Janney as one of America’s largest wealth managers by assets under management in accounts of $5 million or more, as of June 30.  This is the first time Janney has been named to this prestigious list and featured with our key competitors in the industry.

 
Calculators

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Required Minimum Distributions

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Newsletters

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

Doing Your Heirs a Favor

Although a will and a trust specify disposition of assets, many other details of an individual’s final wishes might be explained in a letter of instructions. This article offers some topics to consider addressing in the letter to help loved ones make decisions and take care of final arrangements.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

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