Glanz Wealth Management of Janney Montgomery Scott LLC

Glanz Wealth Management of Janney Montgomery Scott LLC Glanz Wealth Management has over 25 years of industry experience. Our goal is to save money and aggravation in every facet of our client’s financial lives.

Values and Results Based Advice - Personal CEO for Midlife and Beyond for Accomplished and Discerning Individuals and Couples, First Vice President/Investments, Financial Advisor My mission is to pair my legal and financial professional training with my vast amount of life experiences to help other client facing professionals and our clients make the best choices to protect themselves and their fa

milies, with a focus on preparing and preventing for life's obstacles before it is too late. This means our clients can be assured they are working with someone whose previous experience as a practicing attorney and now decades as an advisor are uniquely suited to help guide them through the many facets of life and through every type of market. We focus on working with attorneys, CPAs and their clients, providing solutions to their problems through comprehensive financial, tax and estate planning and management of their investments and insurance. Time is money, and as such, our clients appreciate the skills we bring to the table knowing they are getting thoroughly researched ideas, both timely and unique, so they can focus on their own careers and family. As a trained attorney, Amanda appreciates the need to analyze problems and situations from every angle and to think about every possible consequence, always putting the client first. Our team upholds ourselves to the highest ethical standards, admittedly, one of the biggest client concerns when it comes to the financial industry. Since we don’t want to waste our client’s time, we leverage an extensive team at Janney to present recommendations and utilize specialists to work with us on high level planning, helping us make highly informed decisions, all included with our services. We are uniquely qualified to help those facing life’s biggest challenges, such as divorce, financial windfalls, planning for retirement, or the need for more advanced estate planning. Amanda’s personal extensive divorce experience makes her especially qualified as she has critical insight as to what her clients are going through both legally and emotionally giving her an even greater ability to help get them through difficult periods of life. Because saving money and mitigating taxes are so important, these are areas of top focus. In fact, we utilize cutting edge tax overlay technology at almost no cost, to transfer and manage client portfolios. We are also extremely fee sensitive with modernized and competitive portfolio solutions that leverage the world's best money managers for no extra cost within our portfolios. We pride ourselves in "moving with the times" in our low pricing portfolio offerings and welcome the opportunity to share and compare these ideas to your current portfolio. We have found that clients rarely know what they are paying and are often surprised at hidden costs. This will not happen here at Glanz Wealth Management. 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. Our page and updates are intended for U.S. residents only. 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.

Struggling to lead effectively? Overcome these five common obstacles to become a stronger, more inspiring leader.
02/28/2025

Struggling to lead effectively? Overcome these five common obstacles to become a stronger, more inspiring leader.

Common problems that can hinder you from being someone who inspires and motivates, and how to overcome them.

Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?* According to the Exit Pl...
02/26/2025

Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?* According to the Exit Planning Institute? If you’re approaching retirement age, you need to protect the wealth you have built. Join our exclusive webinar to learn how a succession plan is a key component to a successful business. Register here: https://bit.ly/4gYNpHG

*According to estimates from the Exit Planning Institute

Happy Presidents' Day! Today, we celebrate the leadership and legacy of those who have guided our nation’s journey.
02/17/2025

Happy Presidents' Day! Today, we celebrate the leadership and legacy of those who have guided our nation’s journey.

Share the love (and the sweets!) with these Valentine’s Day desserts.
02/14/2025

Share the love (and the sweets!) with these Valentine’s Day desserts.

Find 36 Valentine's Day dessert recipes including chocolate lava cakes, crème brûlée, truffles, and more. All favorites for February 14th!

May your day be filled with love, happiness, and meaningful connections with those who matter most. Happy Valentine’s Da...
02/14/2025

May your day be filled with love, happiness, and meaningful connections with those who matter most. Happy Valentine’s Day!

Don’t forget to register for our exclusive webinar to hear the Janney Investment Banking team discuss how to maximize th...
02/05/2025

Don’t forget to register for our exclusive webinar to hear the Janney Investment Banking team discuss how to maximize the value of your company.

Register Here: https://bit.ly/3Q2OIdX

Elevate your leadership approach with 7 key strategies that merge vision with action for impactful organizational change...
01/31/2025

Elevate your leadership approach with 7 key strategies that merge vision with action for impactful organizational change.

Here are seven pivotal strategies that leaders can use to usher in the change they need to revolutionize both their personal and organizational paradigms.

If you’re a business owner, selling your company could be the most important financial transaction you’ll undertake. Joi...
01/26/2025

If you’re a business owner, selling your company could be the most important financial transaction you’ll undertake. Join our exclusive webinar to learn how leveraging the expertise of an investment banker can help.

Register Here: https://bit.ly/3Ebl3MW

As we honor the legacy of Dr. Martin Luther King Jr., we are reminded of the power of unity, courage, and the ongoing pu...
01/20/2025

As we honor the legacy of Dr. Martin Luther King Jr., we are reminded of the power of unity, courage, and the ongoing pursuit of justice. Let’s continue his mission by embracing compassion and striving for a more equitable future for all.

Looking to refresh your health after the holidays? Check out these helpful tips to kickstart your wellness journey and e...
01/17/2025

Looking to refresh your health after the holidays? Check out these helpful tips to kickstart your wellness journey and embrace a healthier lifestyle this year.

Jump back into these healthy habits!

Are you approaching retirement age but want to protect the wealth you’ve built in your business? An investment banker ca...
01/16/2025

Are you approaching retirement age but want to protect the wealth you’ve built in your business? An investment banker can help. Join our exclusive webinar to learn more.

Register Here: https://bit.ly/4apBH7p

Don’t forget to register for our exclusive presentation to hear Janney’s Investment Strategy Group’s insights on what’s ...
01/06/2025

Don’t forget to register for our exclusive presentation to hear Janney’s Investment Strategy Group’s insights on what’s next for the economy and markets in the coming year.
Register here: https://bit.ly/3Pp7z2p

Address

Bedminster, NJ
07921

Telephone

+19732718101

Website

Alerts

Be the first to know and let us send you an email when Glanz Wealth Management of Janney Montgomery Scott LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Glanz Wealth Management of Janney Montgomery Scott LLC:

Shortcuts

Featured

Share

Category