Doug Walters, Jeff Pollard and Raymond C.H. Bryan make up the team, WP Wealth Advisors of Janney Montgomery Scott LLC. Here on our website, you'll find a wealth of information in the form of newsletter articles, financial calculators, current research reports, and news about our upcoming events.

 

Our team provides a comprehensive range of investment planning expertice including; Retirement  and Financial Planning, College Savings & 529 Plans, and Estate & Charitable Gifting strategies. Our clients take advantage of our expertise in these areas through regular "check-ups" that consist of face to face meetings, setting clear risk tolerance definitions, and goal oriented planning. Our local team is rounded out by Colleen Garica, our Private Client Assistant who has over 10 years of experience in the financial industry. Colleen handles every aspect of the daily operations of WP Wealth Advisors, and her professional attention to detail is integral to our success.

Our clients rely on us to help them accumulate assets while they are working (the accumulation phase), create dependable income streams during retirement (the distribution phase), and develop specific plans for what they will leave behind (the legacy phase).

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of our website and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Contact us today to get started.

 

 

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WILL YOU HAVE ENOUGH INCOME IN RETIREMENT?
Visit our Retirement Test Drive page to learn more

 

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

More Calculators →

Catch Up for a More Comfortable Retirement

Workers aged 50 and older can give their retirement savings a boost by taking advantage of catch-up contributions.

IRS Flips on Rollover Rules

Starting in 2015, only one 60-day tax-free rollover each year will be allowed, no matter how many IRAs are owned.

When Your Child Should File a Tax Return

IRS rules regarding who must file are based on the amount and source of income rather than age

Matching the Market

A look at the many types of indexes and indexed investments tracking various segments of the economy.

More Newsletters →