Chase Wealth Management Group of Janney Montgomery Scott

Chase Wealth Management Group of Janney Montgomery Scott Chase Wealth Management Group stands ready to serve your financial needs. Our page and updates are intended for U.S. residents only.

Together, our team provides personalized investment management, retirement planning, wealth preservation, and financial guidance designed to help you achieve your goals. 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. 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.

Feeling distracted? Learning to be more present can help you slow down and better appreciate the world around you. Read ...
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.

The Federal Reserve raised overnight interest rates by 0.25%, marking the first major policy action under Chair Kevin Wa...
09/17/2026

The Federal Reserve raised overnight interest rates by 0.25%, marking the first major policy action under Chair Kevin Warsh.

Read the full commentary from Janney’s Investment Strategy Group as they examine the Fed’s incremental approach, the outlook for additional rate hikes, and what it could mean for longer-term interest rates.

Kevin Warsh’s FOMC took their first major policy action by raising the target for overnight interest rates by 0.25% to a range of 3.75%-4.00%.

We’re pleased to welcome Michael Crook to Janney as Chief Investment Officer.Michael brings extensive experience leading...
09/17/2026

We’re pleased to welcome Michael Crook to Janney as Chief Investment Officer.

Michael brings extensive experience leading investment strategy and will help expand our investment capabilities and solutions, enhancing how we serve Financial Advisors and their clients.

Welcome to the firm!

A longer life can mean more possibilities—and more to consider. Thinking ahead can help you prepare for future needs whi...
09/16/2026

A longer life can mean more possibilities—and more to consider. Thinking ahead can help you prepare for future needs while keeping your assets, family, and legacy in mind.

Read more about preparing for the financial realities of a longer life: https://bit.ly/4hy0xGr

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

Everything you need to   starts with a strategy that brings your goals, priorities, and opportunities into focus. Reach ...
09/15/2026

Everything you need to starts with a strategy that brings your goals, priorities, and opportunities into focus. Reach out if you’d like to talk about building a strategy aligned with what matters most to you: https://bit.ly/4hc0G20

09/14/2026

What could influence markets as we head into the final months of the year? Our latest Investment Perspectives shares timely insights from Janney’s Investment Strategy Group on the economic, fixed income, and market trends investors are watching.

Read the September report here: https://bit.ly/3SNJQym

Today marks 25 years since September 11, 2001. We pause to remember the lives lost, honor the courage and sacrifice of t...
09/11/2026

Today marks 25 years since September 11, 2001. We pause to remember the lives lost, honor the courage and sacrifice of those who responded, and reflect on the resilience and unity that emerged in the days that followed.

We will never forget.

It’s National 401(k) Day—a good time to check in on your retirement savings. Review your contribution rate, employer mat...
09/10/2026

It’s National 401(k) Day—a good time to check in on your retirement savings. Review your contribution rate, employer match, investments, and beneficiaries. A few minutes today can help keep your long-term goals on track.

For employers, a well-designed retirement plan can also help support employees’ financial futures. Janney Financial Advisors can help businesses evaluate and manage plans aligned with their organization’s needs.

Today, we honor the hard work and dedication of every worker who shapes our economy and community—happy Labor Day!
09/07/2026

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

Address

1831 W. Evans Street, Suite 220
Florence, SC
29501

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4pm

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