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We are a diverse financial advisory team working with individuals, families and businesses to help reach their financial goals and reduce their overall risk. Call or email to learn about the next steps: 302-516-1770 or ganslergroup@janney.com
Gansler Wealth Management Group takes a comprehensive and
customized approach to your finances. We want to learn about your needs and goals, and then work with you to develop an efficient plan for your success.
Our experience and knowledge, combined with Janney's capabilities and resources, ensures we provide the highest quality of service, while offering advice and executing financial solutions for every stage of life.
Our Team
Steve Gansler, Jr., ChFC®, C(k)P®, CPFA
Executive Vice President / Wealth Management, Financial Advisor
Gregory R. Powell, CRPC®, CPFA
Vice President / Wealth Management, Financial Advisor
Katie L. Bear, CRPC®
Assistant Vice President / Wealth Management, Financial Advisor
Brianna Norvell
Private Client Associate
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 college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to provide a personalized plan designed to meet your needs.
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.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
September 16, 2023
Tax & Estate Planning Virtual Seminar
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Join us for this exclusive virtual seminar where we will explore what to do before the 2017 Tax Cuts and Jobs Act sunsets, estate & gift planning strategies, charitable gifting, and income tax planning opportunities, as well as new provisions in Secure Act & Secure Act 2.0, types of beneficiaries and the new 10-year payout, using trusts as beneficiaries, and incorporating Secure Act & Secure Act 2.0 within your financial plan.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue we take a look at BRICS+ and potential investment opportunities, determine if bond market supply matters, and discuss why September is a more worrisome month for stocks than October.
Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?
SECURE Act 2.0 is designed not only to make it easier for employers to adopt and administer retirement plans, but also to help individuals save for retirement. There are nearly 100 provisions in this new legislation. Some of these, which are in place now or will become effective in coming years, are highlighted below.
Outlook 2023: Mid-Year Update
In our initial Outlook 2023 publication, we offered a thesis around the concept of two-way risk.
Office Information
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.