We’re here for you through every step of your financial journey.
Experienced advisors offer a thoughtful approach to investing, financial planning and estate management.
Building relationships leads to building wealth
Over more than 30 years of working with clients and their families, Bishop Wealth Management has developed a specialized and time-tested process to wealth management designed specifically for the unique needs of ultra-high net worth individuals, families, and their family offices. Our efforts require diligence and time on our part and yours, but our shared experiences help establish a long-lasting partnership. This exceptional level of client service sets the foundation of our durable relationship.
The BISHOP WEALTH MANAGEMENT GROUP provides investment services to the clients of Community Bank through Community Bank Wealth Management Services. Community Bank Wealth Management offers wealth management services through The Bishop Wealth Management Group, Janney Montgomery Scott LLC member NYSE, FINRA, SIPC. Investments provided through Janney Montgomery Scott 1. are not insured by the FDIC, 2. are not deposits or guaranteed by your bank, 3. are subject to risks including the loss of principal. Traditional wealth management services and complete financial planning services are provided. The financial planning is done in conjunction with an individual’s current legal and tax professionals.
Community Bank has certain employees who are current clients of the Investment Adviser, Janney. Community Bank has an arrangement with Janney to refer Community Bank clients, including investment advisory clients, to Janney. Community Bank has a conflict of interest in referring you to Janney because we are compensated by Janney for client referrals through direct cash compensation for our Testimonial or Endorsement of Janney should you become an advisory client of Janney. Janney may refer clients to Community Bank upon an unsolicited client request.
Janney Montgomery Scott LLC nor its Financial Advisors provide tax, legal, or accounting advice. Please consult with the appropriate professional for advice concerning our particular circumstances.
Community Bank is a full-service institution providing solutions to customers in Southwestern Pennsylvania and Northwestern West Virginia.