Jay Duffy at Frame

Jay Duffy at Frame Your path to independence, brought into frame. Other products and services may be offered through a non-Prudential entity. 1-800-778-2255.

Frame Wealth Partners was born from a simple yet revolutionary idea: people deserve smarter, personalized financial planning, not just product sales. We believe in delivering advice that truly adds value to your life, all wrapped up in an experience that’s as unique as you are. From our roots within the prestigious Prudential firm to our independent venture, Frame Wealth Partners has always been c

ommitted to setting a new standard in financial advice. For over 30 years, our seasoned team has worked diligently to provide an advice-driven approach that sets us apart. To learn more about how Frame Wealth Partners can redefine your financial landscape visit our website - https://www.framewealth.com/

James Duffy offers financial planning and investment advisory services and programs through Pruco Securities, LLC (Pruco)(Member SIPC), under the marketing name Prudential Financial Planning Services [PFPS], pursuant to a separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. Frame Wealth Partners is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Frame Wealth Partners and its representatives do not render tax or legal advice. Please consult with your own advisors regarding your particular situation.

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08/31/2026

People don't usually buy too much house because they're irresponsible.

They buy too much house because buying a home is emotional.

You picture birthdays in the backyard. Thanksgiving around the dining room table. Kids growing up there.

It's hard to put a price tag on those moments.

That's why it's worth slowing down long enough to ask a few questions before signing the papers. The financial impact of a home reaches far beyond the monthly mortgage payment.

We explore those conversations in our latest video.

Watch the full conversation on YouTube.

https://www.youtube.com/watch?v=2Go3OSCdgLo

08/28/2026

Building something rarely looks as clean from the inside as it does from the outside.

In this episode of Behind the Frame, Annette and I sit down with Kelly Berger, former Team USA lacrosse player, world champion, coach, mom, and founder of Resistance Fitness and Resistance Cycle.

Kelly shares what it looked like to move from athlete to business owner, including the Covid pivot, teaching classes from her kitchen, opening a studio, and learning how to keep showing up through the messy middle.

For anyone building something, changing direction, or figuring it out as they go, this is a good one.

Listen to the full episode of Behind the Frame: https://www.youtube.com/watch?v=BX-Zxw0V9SQ

08/25/2026
08/24/2026

Most families have one person who quietly keeps everything together.

They know the schedules, the doctor's offices, the passwords, the medications, and a hundred other details no one else has to think about.

Have you ever stopped to ask what would happen if someone else suddenly had to step into that role?

This conversation is a reminder that sharing information is one of the most thoughtful ways to care for the people you love.

Watch the full video on our YouTube channel: https://www.youtube.com/watch?v=zHohwmkacBY

You know you need a succession plan. It's been on your list for months... maybe years.The problem is that every day brin...
08/21/2026

You know you need a succession plan. It's been on your list for months... maybe years.

The problem is that every day brings something more immediate. A client meeting. A hiring decision. An unexpected issue that needs your attention right now. Before you know it, another year has passed.

That's why so many business owners agree succession planning is important, yet so few have actually put a plan into motion.

The irony is that you've spent years building something worth passing on. Finding the time to plan for that transition is often the part that gets pushed to tomorrow.

08/19/2026

Danielle Boggio was working 50-hour weeks as a CRNA, raising two young daughters and picking up extra shifts when she noticed a gap in the anesthesia industry.

So she started making phone calls.

Those phone calls eventually became Anesthesia Solutions, a company that now works with hospitals, surgery centers and anesthesia providers across the country.

In this episode of Behind the Frame, Danielle gets candid about what happened along the way: working with family, making hiring mistakes, learning how to lead, taking the company nationwide and embracing technology as the industry changed.

There are a lot of good stories in this one.

Watch the full episode on YouTube: https://www.youtube.com/watch?v=ncPz7QOtWW4

We've had conversations with people who thought something felt... off.Not because of one big mistake.Just a collection o...
08/18/2026

We've had conversations with people who thought something felt... off.

Not because of one big mistake.

Just a collection of small things that had quietly built up over time. An old account here. A forgotten fee there. Assumptions that hadn't been revisited in years.

Financial plans rarely crack overnight.

More often, it's the little things that slowly create bigger problems.

Our role is to step back, connect the pieces, and make sure the entire picture still supports the life you're trying to build.

08/17/2026

If someone you loved called tonight and asked to borrow a significant amount of money...

What would you do? There's no single right answer.

But we've learned that the conversation before the money changes hands often matters far more than the money itself.

If you've ever wrestled with helping family financially, this is a conversation worth watching.

Watch the full video on our YouTube channel: https://youtu.be/S2EAMo2eEkI

08/14/2026

“You’ve got a pension. You’re set.” Federal employees hear that a lot.

And after spending 20 or 30 years building a pension, TSP, Social Security benefits and federal health benefits, it would be easy to assume retirement will mostly take care of itself.

The reality is there are a lot of decisions packed into those final few years of your career, and some of them are difficult or impossible to undo once the paperwork is signed.

That’s why our team created The Federal Retirement Playbook. We walk through some of the mistakes we regularly see FERS employees make and the questions worth asking before retirement day arrives.

Watch the full video and download your complimentary copy here: https://youtu.be/rA_k3kM7KxU

Address

303 International Circle, Suite 105
Hunt Valley, MD
21030

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14438862256

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