1776 Capital Management Group | Blue Bell, PA | Financial Advisors

At 1776 Capital Management Group, we offer a tailored approach to wealth management, guided by over 30 years of industry experience and a deep commitment to exceeding client expectations. As a team of wealth management professionals at Janney Montgomery Scott, one of the nation’s most respected financial services firms since 1832, we provide our clients with trusted guidance and customized solutions to meet their unique financial goals.

Our founder, Dan Levin, has been recognized by Forbes as a Best-in-State Wealth Advisor (2021, 2022, 2024). Holding the prestigious CIMA® and CPWA® certifications, Dan is dedicated to helping a select group of private clients, businesses, and institutions navigate the complexities of wealth management. He takes a comprehensive approach to wealth management that keeps clients at the center and evolves as your life and needs change.

Whether you’re an individual aiming for a work-optional lifestyle, an endowment looking to optimize returns, or a retirement planner seeking effective solutions, we provide exceptional investment consulting services.

For more information on the scope of consideration for referenced industry awards or accolades, please visit Janney.com/awards-disclosures.

View our digital brochure here.

Awards

Forbes Best-In-State 2024

Dan Levin has been recognized by Forbes as a Best-In-State Wealth Advisor.

Forbes Best-In-State 2022

Dan Levin has been recognized by Forbes as a Best-In-State Wealth Advisor for the second consecutive year.

Forbes Best-In-State 2021

Dan Levin has been recognized by Forbes as a Best-In-State Wealth Advisor.

Our Team

Daniel S Levin, CIMA®, CPWA®

Executive Vice President/Wealth Management, Financial Advisor

Caroline Salvati

Private Client Associate

Online Access Client Portal

Simplify your finances with quick, convenient, secure access to your Janney account information using your desktop or mobile device.

What We Do

No matter where you are in life – we’re here for you through every step of your financial journey.

Business Retirement Plans

We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan with high-level service that helps your valued employees achieve financial security.

College Saving and Funding Plans

As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.

Estate Planning

You've worked hard to accumulate assets, build wealth, and provide for your family, building a legacy – we're here to help ensure that legacy is carried out and protected.

Community Involvement

We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.