The Bishop Wealth Management Group is committed to handling the financial needs of individual clients and businesses. The Group shares the goal of providing a personalized investment approach for each client and assisting with all aspects of their financial needs, including retirement strategies and successful wealth transfer planning. As your financial advisors, we provide investment solutions through the selection of independent managers, and on a regular basis, review with you the portfolio and its progress toward your objectives. We are supported by Janney specialists who possess significant experience in investment and financial planing tools and techniquies.
The Team has over 100 years of combined investment experience. The Bishop Wealth Management Group takes pride in maintaining numerous long-term family and institutional relationships that have been developed as a result of excellent client service.
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