Conte and Wise Wealth Advisory Group of Janney Montgomery Scott LLC

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Conte and Wise Wealth Advisory Group of Janney Montgomery Scott LLC Financial Advisory Group in York, PA. Our team: Kelly Conte ([email protected]), Fred Wise ([email protected]), and Kathleen Benefiel ([email protected])

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/4shVX3T

10/19/2026

A meaningful legacy starts with a plan built around you. A personalized financial strategy can bring greater clarity to your decisions and your future. Reach out today if you’d like to talk about building a financial strategy aligned with your goals, priorities, and long-term vision: https://bit.ly/4ysDq6k

Together, we can .

Life doesn’t always go according to plan. Considering the “what ifs” can help you understand how unexpected changes may ...
10/17/2026

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.

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...

Embrace the flavors of the season with this homemade apple c***r recipe, perfect for fall gatherings.
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.

10/14/2026

Our Investment Strategy Group's latest Investment Perspectives shares insights on Japanese equities, the current rate-hike cycle, and what October’s history could mean for markets today.

Read the October report here: https://bit.ly/4A###5c

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/47Jkjde

10/01/2026

Medicare Open Enrollment begins October 15 and runs through December 7. If you’re reviewing your coverage or considering your options, there can be a lot to navigate.

Janney clients have access to ClearMatch, a complimentary, no-obligation service that connects you with licensed insurance agents who can help you compare options and navigate the enrollment process.

Explore ClearMatch to learn more.

Life insurance can be more than a tool for income replacement. In the right circumstances, it may also play a role in es...
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/4hfp6ra

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 3.875%-4.125%.

Address

York, PA
17404

Opening Hours

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

Telephone

+17177792737

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