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

Chase Wealth Management Group of Janney Montgomery Scott

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Chase Wealth Management Group of Janney Montgomery Scott

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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 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 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.

10/31/2026

Enjoy the thrills, chills, and all the sweet moments that make Halloween special. Have a spook-tacular day!

10/29/2026

What trends are shaping the retirement plan experience?

In our latest PlanWise webinar, Jim Dowling, Vice President at Fidelity Investments, explores evolving participant behaviors, shifting plan sponsor priorities, and what these trends may mean for participant engagement and plan success.

Missed the live discussion? Click the link to watch the recording.

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10/28/2026

What could the midterm elections and evolving AI policy mean for investors?

Janney’s latest DC Policy Playbook explores the potential implications of developments in Washington for markets and portfolio positioning.

Take a closer look at the latest insights.

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10/26/2026

Building a legacy doesn’t always have to wait.

Giving during your lifetime may provide an opportunity to support loved ones when it matters most, start meaningful conversations, and experience the impact of your generosity firsthand.

The idea of leaving an inheritance is deeply personal. It may represent years of hard work, careful saving, family sacrifice, or the desire to give children and grandchildren opportunities that previous generations did not have.

10/22/2026

An inheritance is about more than what you leave behind. Helping the next generation understand the values, responsibilities, and decisions that come with family wealth can be an important part of preparing them for the future.

Explore ways to approach the inheritance conversation with your children: https://bit.ly/4zO1W2Y

10/16/2026

Embrace the flavors of the season with this homemade apple c***r recipe, perfect for fall gatherings.

This apple c***r recipe is simple to make at home by slow-cooking apples, sugar, cinnamon, and allspice on the stovetop until soft, then straining.

10/14/2026

Medicare Open Enrollment begins October 15 and runs through December 7. If you’re reviewing your coverage or considering your options, there can be a lot to navigate.

Janney clients have access to ClearMatch, a complimentary, no-obligation service that connects you with licensed insurance agents who can help you compare options and navigate the enrollment process.

Explore ClearMatch to learn more.

10/14/2026

Our Investment Strategy Group's latest Investment Perspectives shares insights on Japanese equities, the current rate-hike cycle, and what October’s history could mean for markets today.

Read the October report here: https://bit.ly/3VPyGKs

10/13/2026

Talking about your estate plan with your family may not always be easy, but it can be an important part of planning for the future. An open conversation can help clarify your wishes, prepare loved ones for future responsibilities, and reduce uncertainty. Explore this article to learn how to start the conversation.

Developing a thoughtful estate plan can be challenging. There are documents to complete, important decisions to make, beneficiaries to designate, accounts to title appropriately, and trusts that may need to be funded. Even once those pieces are in place, one important step may remain: talking with y...

10/12/2026

Life doesn’t always go according to plan. Considering the “what ifs” can help you understand how unexpected changes may affect your finances and prepare for different possibilities. Explore how scenario planning can help you build greater flexibility into your financial plan.

You can’t predict every turn life may take, but you can consider how certain events could affect your finances, your family, and the goals that matter to you. Thinking through these “what ifs” in advance can help you identify potential gaps and make more informed decisions before circumstances...

Address

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

Opening Hours

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

Website

https://www.janney.com/about-janney/office-locations/florence-sc

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