Dan Wolfgang's Contact Details

Dan Wolfgang's Company Details

The McNamara Investment Group of Janney Montgomery Scott

N/A, PA, US • 5 - 9 Employees
Financial Services

The McNamara Investment Group is a unique multi-generational family business within Janney Montgomery Scott, LLC.Generations of our clients' families have trusted generations of our family to help them achieve their financial goals, dating back to 1955 when Robert McNamara, Sr. started his wealth management practice at Kay Richards in Pittsburgh, PA. While markets, investment solutions, and financial services have increased in complexity, our approach to serving our clients and their families has stood the test of time.As a dedicated team of experienced financial advisors supported by a dedicated team of associates, we combine our unique capabilities to deliver comprehensive financial planning, tailored investment solutions, and premium service.We have been fortunate to serve clients and their families who have trusted us to provide them with solutions through their life events, increasingly complex financial situations, and ever-changing markets. Our clients' needs and the solutions we provide range across the financial services spectrum: growth of capital, capital preservation, income, college funding, retirement planning, estate planning, risk management, philanthropic giving, etc.Our mission is to help our clients and their families achieve their multi-generational financial goals. To achieve this, we strive to establish lasting client relationships that span generations. We help build, preserve and pass on wealth, as we work to establish financial security for our clients. We work with our clients to bridge the solid foundation of the past, their needs of the present, and their goals for the future.We welcome the opportunity to explore whether our "family business" is the right team to help you manage your "family business."