​Leise Wealth Management Group, based in Philadelphia, is a multi-disciplinary team of financial professionals offering comprehensive, objective financial advice to clients seeking personalized service. Led by Jonathon Leise, CFP®, AWMA®, the team emphasizes a holistic approach to financial planning, integrating investment management, retirement planning, tax strategies, and estate planning to align with clients’ unique goals and circumstances.

As part of Janney Montgomery Scott LLC, the group leverages the firm’s extensive resources to provide tailored solutions while maintaining a client-centric philosophy that prioritizes trust and long-term relationships. The team’s commitment to excellence is reflected in their collaborative approach, drawing on diverse expertise to deliver strategies that support clients through every stage of their financial journey.