Fox Wealth Management of Janney Montgomery Scott LLC

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Montvale, NJ
Fox Wealth Management of Janney Montgomery Scott LLC

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I've been helping individuals and families make smart financial decisions for more than 30 years. I believe the best financial advice starts with listening.

What I enjoy most about this work isn't watching the markets—it's building relationships and helping people feel confident about their financial future. Every client has different goals, concerns, and dreams, so I take the time to understand what matters most before developing a personalized strategy. Whether you're planning for retirement, saving for a child's education, or thinking about the legacy you want to leave, I'm here to help you navigate those decisions with confidence. Outside the office, I'm committed to giving back to my community as Co-President of the Montvale Chamber of Commerce and a Past President and active board member of the Park Ridge Rotary Club. When I'm not working with clients, you'll usually find me on the pickleball court, cheering on the New York Giants, or spending time with my family. My wife, Rose, and I live in Montvale, New Jersey, and also enjoy spending time in Tampa, Florida. Our daughter, Sara, is a mental health counselor in Tampa, and our son, Jake, works at Blackstone in Chicago. I'd love the opportunity to get to know you and help you work toward the future you envision.

11/01/2026

November is here, which means Thanksgiving is right around the corner—and somehow the holiday season has officially begun. I’m still trying to figure out where the rest of 2026 went!

Before we get completely distracted by turkey, football, holiday shopping, and leftovers, November is a good time to make sure your financial house is in order before year-end. As always, if there’s anything we should be reviewing or discussing, give me a call.

Most importantly, Thanksgiving is a great reminder to appreciate the people around us. I’m incredibly thankful for my family, friends, and all of you who continue to put your trust in me and Fox Wealth Management.

Wishing you and your family a wonderful Thanksgiving filled with great food, plenty of laughs, and maybe even a little time to relax before the December craziness begins!

Click the link for our November Newsletter

10/31/2026

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

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.

Explore ways to approach the inheritance conversation with your children: https://bit.ly/47By4L5

10/16/2026

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.

10/08/2026

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/4jIOEQn

10/01/2026

October is here, and as a Giants fan, I’ve already been reminded of one of the most important rules of financial planning: always have a backup plan. Apparently, that applies to quarterbacks too. With Jaxson Dart sidelined for the rest of the regular season, my football optimism has taken an early hit. Fortunately, I’ve learned over the years that both investing and being a Giants fan require patience, discipline…and occasionally a very strong sense of humor. As we head into the fourth quarter of 2026, it’s also a good time to make sure your financial game plan is where it needs to be before year-end. Enjoy the fall, have a Happy Halloween, and as always, give us a call if there’s anything we can help with. Go Giants…somebody has to say it!

Click link for our October Newsletter

09/24/2026

Life insurance can be more than a tool for income replacement. In the right circumstances, it may also play a role in estate planning—providing liquidity, supporting wealth transfer goals, and preserving a legacy for future generations.

Explore why life insurance may be worth considering as part of a broader estate plan: https://bit.ly/4ySbklz

09/18/2026

Feeling distracted? Learning to be more present can help you slow down and better appreciate the world around you. Read this article for seven simple tips to help you stay grounded in the moment.

Focusing on the present can help you live a more intentional and fulfilling life.

09/15/2026

With a new school year underway, it’s a good reminder of how quickly milestones can arrive.

Whether college is a few years away or further down the road, education costs can be an important part of a family’s broader financial picture. Reach out if you’d like to discuss how education planning fits into your financial goals.

09/07/2026

Today, we honor the hard work and dedication of every worker who shapes our economy and community—happy Labor Day!

Address

200 Market Street
Montvale, NJ
07645

Telephone

+12018185618

Website

http://www.fox-wm.com/

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