Individual Investors

Overview

Decades of experience at your service With decades of experience in retail brokerage, investment advisory, and financial planning, financial professionals at Boenning & Scattergood utilize strong judgment as well as deep analytical and communication skills to achieve what clients desire. Continuous professional development helps keep their skills at the highest level to match clients’ evolving needs. Whether you seek to improve overall financial management or develop and manage retirement plans, we can provide an objective strategy for achieving your goals.

From our inception, two core values have anchored Boenning & Scattergood: integrity and a commitment to client service. These values, together with our experience and expertise, form a tradition of excellence that we believe sets us apart from our competitors.

For you, our client, one of the advantages of Boenning & Scattergood’s independence is our position as an advocate of your financial well-being from an objective and unbiased perspective. At Boenning & Scattergood, our financial professionals have the autonomy to choose from a wide range of investment products for our clients based on each client’s objectives. Our collaborative approach focuses on ensuring the guidance and support our clients receive is driven by each client’s personal circumstances and financial aspirations.

Our culture emphasizes and values an independent and entrepreneurial approach as we work to achieve our clients’ goals. We firmly believe if you succeed, our success will follow.

Investment Advisory

In the crowded world of investment management services and financial professionals, 1914 Advisors, Boenning & Scattergood’s asset management division, is recognized for expertise and depth of in-house resources. For more than a century, Boenning & Scattergood has cared for the financial health of individuals, families, personal trusts and estates, businesses, foundations, and retirement plans. Through 1914 Advisors, the full complement of Boenning & Scattergood’s capabilities is available to clients seeking comprehensive, customized financial solutions.

*Not all representatives can offer Investment Advisory or Financial Planning services.

PORTFOLIO MANAGEMENT SERVICES

  • Risk Tolerance Assessment
  • Asset Allocation
  • Tax-Sensitive Portfolio Management
  • Securities Analysis
  • Portfolio Construction
  • Tax-Loss Harvesting

FINANCIAL PLANNING SERVICES*

  • Comprehensive Financial Statement Preparation
  • Cash Flow Needs Analysis
  • Tax-Sensitive Portfolio Management
  • Retirement and Business Succession Planning
  • Risk Management/Insurance Review
  • Charitable Gift and Estate Planning

Brokerage

Full-Service Expertise and Experience In today’s economic climate and with the vast array of financial products now available, managing your investments on your own can be a daunting task. The financial professionals at Boenning & Scattergood deliver the advantage of in-depth knowledge about a broad spectrum of investment products as well as experience in creating, preserving, and transferring wealth. Our financial professionals will work with you to determine your goals and objectives. The financial professionals will work with you to adjust your investments as your goals and objectives change over time. We believe the most effective wealth strategy begins with a relationship built on trust and confidence, with an emphasis on open lines of communication.

The financial professionals at Boenning & Scattergood understand the markets they serve and have access to an extensive variety of products and services. Whether it is through a traditional retail brokerage account or a fee-based arrangement through 1914 Advisors, we are here to help you identify and work toward your financial goals.

*Accounts of Boenning & Scattergood, Inc. and 1914 Advisors are carried by Wells Fargo Clearing Services, LLC (WFCS, LLC).

BROKERAGE SERVICES

  • Individual Equities
  • Municipal and Corporate Bonds
  • Money Market Instruments
  • Mutual Funds
  • Closed-End Funds
  • Unit Investment Trusts (UITs)
  • Exchange Traded Funds (ETFs)
  • Equity Option Strategies
  • Annuities
  • Real Estate