Richardson Oswald Wealth Advisors of Janney Montgomery Scott

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Lancaster, PA
Richardson Oswald Wealth Advisors of Janney Montgomery Scott

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We'll learn all about you and then make recommendations to help you manage your investments concisely. Our page and updates are intended for U.S.

With a strong support network, we maintain a goal of delivering the highest quality advice, accessibility and service. 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. 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.

10/31/2026

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

10/26/2026

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.

Nice article Kathleen!

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...

10/24/2026

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...

10/22/2026

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.

We have ideas to help.

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

10/20/2026

Should we stay, or should we go? Imagine the family beach house needs attention. Do we keep, demolish and rebuild, or do we vamoose in favor of a stronger travel spending plan?

While this is primarily a lifestyle issue, we can model the financial part to help them think through the potential future impact. Can't wait to see what happens next!

For important information about Janney and your best interests, see www.janney.com/crs or visit us at www.richardsonoswaldwealthadvisors.com.

10/17/2026

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.

10/15/2026

What’s driving the rapid expansion of the space economy?

In his latest commentary, Michael Halloran explores how falling launch costs, advancing satellite technology, increased defense spending, and new commercial applications are reshaping the space economy. Click the link to read the full report: https://bit.ly/4dH4Vl9

10/14/2026

She says "we're aging at home!" He says "we're aging at a CCRC!" Each says "We can't afford the other option." Tension ensues.

We modeled each scenario in the context of their financial plan and reviewed the results.

The analysis helped them better understand the financial considerations associated with each option and continue the conversation with confidence.

For more information about Janney, please see Janney's Relationship Summary (Form CRS) at 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.

10/08/2026

AI is making common scams more convincing. From voice cloning to polished phishing messages, knowing the warning signs can help you pause and verify before taking action.

Learn how to identify AI-enabled scams and help safeguard your information: https://bit.ly/4iatY2A

10/02/2026

Family of 4 (people tho) on vacation together shared they were moving in different directions when it came to retirement notions such as: taxes and irmaa and roths, oh my. You get the idea. We helped them organize the considerations and discuss how different retirement decisions may work together. For important information about Janney and your best interests, see www.janney.com/crs. Message us through www.richardsonoswaldwealthadvisors.com

Address

1650 Crooked Oak Drive, Suite 100
Lancaster, PA
17601

Telephone

+17175194161

Website

https://advisor.janney.com/richardsonoswaldwealthadvisors/

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