Trinity Investment

Herold & Lantern Investments is a family-owned wealth management boutique with a national presence, serving individual and broker-dealer clients. With a commitment to personalized client experience, they combine risk management, capital growth, and wealth preservation strategies to help clients achieve their financial goals. Leveraging smart technology and their expertise in bond investments, Herold & Lantern Investments has been serving the financial needs of investors since 1972. Through their advisory firms, Herold Advisors, Inc. and Lantern Wealth Advisors, LLC, they offer fee-based asset management, wealth management, and financial planning services to high net worth individuals and families. Additionally, their institutional team provides tri-party clearing arrangements to broker-dealers, small to mid-sized banks, and credit unions, helping them navigate new regulations and enhance cybersecurity measures. With a strong focus on dedication, accountability, proactivity, and responsibility, Herold & Lantern Investments is dedicated to building a strong future while continuing the legacy of their long-established firms.Generated from the website

When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and partnering to provide continuous guidance and support through every stage of life.

Wealth Advisory Group, LLC, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardian’s offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.