Chase Wealth Management Group of Janney Montgomery Scott

Chase Wealth Management Group of Janney Montgomery Scott Chase Wealth Management Group stands ready to serve your financial needs. Our page and updates are intended for U.S. residents only.

Together, our team provides personalized investment management, retirement planning, wealth preservation, and financial guidance designed to help you achieve your goals. 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 aff

iliates 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 provide, 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.

06/17/2026

Summer is a good time for plan sponsors to revisit key fiduciary responsibilities, from investment reviews and fee assessments to timely deposits and documentation. Use this quick checklist to help keep your retirement plan review process on track.

06/15/2026

In its 2026 Mid-Year Update, Janney’s Investment Strategy Group shares its outlook for the economy, equity and fixed-income markets, and key investment implications for the remainder of the year.

Read here: https://bit.ly/4or3E5M

Today, we celebrate the enduring symbol of our freedom and unity—happy Flag Day.
06/14/2026

Today, we celebrate the enduring symbol of our freedom and unity—happy Flag Day.

Planning for a longer life starts with planning for sustainable income in retirement. This article highlights key consid...
06/11/2026

Planning for a longer life starts with planning for sustainable income in retirement. This article highlights key considerations for building an income strategy that aligns with your long-term goals.

Read more: https://bit.ly/49Q1iHJ

06/08/2026

This month, our Investment Strategy Group explores what’s next for the Strait of Hormuz, key considerations for bond investors, and the New York Stock Exchange’s 234-year history.

Read the June report here: https://bit.ly/4vAjiOO

Embrace the flavors of summer with these mouthwatering vegetable recipes.
06/05/2026

Embrace the flavors of summer with these mouthwatering vegetable recipes.

'Tis the season for tomato pie! 🍅

Register today for Janney’s upcoming Mid-Year Market Update. During this virtual discussion, Janney’s Investment Strateg...
06/04/2026

Register today for Janney’s upcoming Mid-Year Market Update. During this virtual discussion, Janney’s Investment Strategy Group will share timely perspectives on the forces shaping today’s market environment and what to watch in the months ahead. Don’t miss it! Register here: https://bit.ly/3QpCqjr

Unused 529 plan funds don’t necessarily have to go to waste. Whether considering a beneficiary change, future education ...
06/01/2026

Unused 529 plan funds don’t necessarily have to go to waste. Whether considering a beneficiary change, future education expenses, or rollover opportunities, there are several strategies that may help families make the most of remaining balances.
Learn more here: https://bit.ly/4aggGgv

Recent updates are reshaping how families can use and benefit from 529 plans. With expanded uses and added flexibility, ...
05/28/2026

Recent updates are reshaping how families can use and benefit from 529 plans.

With expanded uses and added flexibility, understanding these changes can help families make more informed decisions about saving for future education expenses.
Read the full article here: https://bit.ly/4xdoUAf

College costs continue to rise, making a thoughtful funding strategy more important than ever. From scholarships and sav...
05/27/2026

College costs continue to rise, making a thoughtful funding strategy more important than ever. From scholarships and savings to loans and payment options, this article breaks down several ways families can approach paying for higher education while keeping long-term financial goals in mind.

Learn more: https://bit.ly/4dAYzEq

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1831 W. Evans Street, Suite 220
Florence, SC
29501

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Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4pm

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