CSG Capital Partners of Janney Montgomery Scott

Welcome to;
CSG Capital Partners
of Janney Montgomery Scott


 

 

 

CSG Capital Partners is a team of wealth management advisors dedicated to the growth and preservation of assets and to building long-term relationships. We are committed to providing our clients with the highest standard of Expertise, Education and Accessibility.

CSG Capital Partners were recognized in the Washinton Business Journal as a Premier Advisor by the National Association of Board Certified Advisory Practices (NABCAP) - a non-profit organization that helps identify top quality advisor practices.

A part of Janney Montgomery Scott LLC, a regional full service financial firm established in 1832, our team consists of Murray Carter, Gary Sokness and Geoffrey Goone, combining over 60 years of financial services experience. With administrative support from Rose Frumkin, Registered Private Client Assistant, We manage over $250 million of client assets.


We welcome the opportunity to learn more about your financial needs and objectives, and helping you to invest wisely. Using a thorough fact-finding and planning process, our team can provide the appropriate advice and guidance that is needed to help our clients achieve their financial goals. CSG Capital Partners is committed to making sound investment decisions that meet the individual needs of our clients – for both today and tomorrow.

CSG Capital Partners works closely with individuals, families, corporations and institutions, utilizing investment strategies tailored to meet their needs and helping them to achieve their financial goals.

 
Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Newsletters

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Small Companies Face Costly Cybersecurity Threats

For many small businesses, the Internet is an important tool, but cybersecuity risks are growing. 40% of all targeted Internet attacks are now directed toward companies with fewer than 500 employees, and just over half of small businesses have a basic cybersecurity plan. This article provides tips to the small business owner about how to shore up their online defenses.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

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