Angle Wealth Management of Janney Montgomery Scott, LLC

09/01/2026

Can technology understand what matters most to you?

In an increasingly AI-driven world, the value of a Financial Advisor goes beyond providing information. Explore why human advice remains an important part of financial planning: https://bit.ly/4x4pUp0

08/25/2026

I’m pleased to welcome Financial Advisor Jenna Fiore, First Vice President/Wealth Management, to Janney’s Glastonbury, Connecticut office. Jenna joins from Wells Fargo and manages nearly $150 million in client assets.

I look forward to seeing Jenna grow her practice with the flexibility, personalized support, and advisor-first culture Janney provides.

If you’re considering what’s next for your practice, let’s talk.

https://bit.ly/4gAiALy

08/20/2026

Congratulations to the Janney Financial Advisors recognized on the 2026 Forbes Best-in-State Next-Gen Wealth Advisors list. I'm proud to work alongside our advisors and the teams that help them deliver an exceptional client experience every day.

https://bit.ly/4xWbyb8

08/18/2026

Self-employed? Choosing the right retirement plan can be an important part of building your financial future—and there are several options to consider.

Explore the differences between SEP IRAs, Solo 401(k)s, and Cash Balance Plans to help determine which approach may align with your business and retirement goals: https://bit.ly/4qnwhSp

08/18/2026

I’m pleased to welcome Madura Private Wealth Group to Janney in Lake Forest, Illinois, further expanding our presence in Greater Chicago. Led by Financial Advisor Daniel Madura, the team joins us from Wells Fargo and manages nearly $420 million in client assets.

Welcome to Janney!

https://bit.ly/4bYpxEJ

08/18/2026

Interest rates on federal student loans will increase slightly for the 2026–2027 school year.

Higher student loan rates can increase the long-term cost of college for students and families. New borrowing limits may also change how households plan for tuition.

08/13/2026

As Medicare costs and coverage evolve in 2026, it’s worth considering how those changes may fit into your broader retirement plan. If you have Medicare, our latest article highlights five updates that may factor into your planning decisions.

For many retirees, Medicare Part B is one of the most visible health care costs because the premium is often deducted directly from Social Security benefits. In 2026, the standard Part B monthly premium is $202.90, up from $185 in 2025. The annual Part B deductible is $283, up from $257. Part B gene...

08/11/2026

Missed our recent PlanWise webinar? No problem—click the link to watch the full recording and explore the insights shared during the session.

08/10/2026

What could shape the next move in markets? Our latest Investment Perspectives shares timely insights from Janney's Investment Strategy Group on the trends influencing investors today.

Read the August report here: https://bit.ly/3TEwWmm

08/07/2026

I’m pleased to welcome Financial Advisor De Forest Johnson to Janney in Wilmington, Delaware. Previously with Ameriprise, De Forest joins Chesapeake Wealth Advisor, an established eleven-person team. I'm excited to see him continue serving clients alongside the team with the support of Janney.

If you’re thinking about what the right partner could look like for your business, let’s connect.