Martin Schamis, CFP®

Martin Schamis, CFP®

Vice President & Head of Wealth Planning, Janney Montgomery Scott

Martin Schamis is the head of wealth planning at Janney Montgomery Scott, a full-service financial services firm, providing comprehensive financial advice and service to individual, corporate and institutional investors. In his current role, he is responsible for the strategic direction of the Wealth Planning Team, supporting more than 850 financial advisers who advise Janney’s private retail client base. Martin is a Certified Financial Planner™ professional and holds FINRA Series 7, 66 and 24 licenses.

Website: www.janney.com | LinkedIn: www.linkedin.com/company/janney-montgomery-scott/

Important Planning Considerations: Insurance & Long-Term Care
File folders with one labeled insurance.
long term care insurance

Important Planning Considerations: Insurance & Long-Term Care

Your retirement plan isn’t complete until you’ve looked into getting the insurance you need, including life insurance, disability insurance and a plan…
November 19, 2021
How to Restructure Your Assets to Qualify for Medicaid
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health insurance

How to Restructure Your Assets to Qualify for Medicaid

Several types of special income trusts and other strategies can be helpful when trying to protect your family’s assets from the devastating costs of l…
November 7, 2021
Tax-Smart Charitable Gifting Strategies
Woman carefully holding a piggy bank
tax planning

Tax-Smart Charitable Gifting Strategies

Take advantage of the current tax rules to support the charities you care about and save on your taxes at the same time. Here are a couple of notewort…
August 29, 2021
How to Generate Tax-Efficient Retirement Income
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retirement planning

How to Generate Tax-Efficient Retirement Income

To limit your taxes, which accounts should you draw down sooner rather than later in retirement? The withdrawal strategy you decide to use could make …
June 15, 2021