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The Goles Troiano Wealth Advisory Group is the evolution of our team's tireless focus and dedication to holistic wealth management; which includes a balanced and thoughtful approach to financial planning, estate planning, asset management and insurance services. Our vision is to meaningfully enhance the lives and legacies of our clients with trusted, personalized planning, and advice through multi-generational relationships.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Beyond Investing. Connecting.
When you work with us it’s about going beyond investing. It’s about connecting your life and your finances in a way that makes sense for you, partnering through each stage of life.
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.
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.
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: 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 Event: Janney’s 2023 Mid-Year Market Update
What’s next for the economy and markets?
Stay up-to-date and in-the know about every aspect of your financial picture.
February 01, 2024
Tax Information & Forms
Be sure to check out our 2023 Client Tax Resources for updated mailing schedules, resources, and tax forms as you prepare for upcoming tax deadlines.
January 03, 2024
Outlook 2024 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
February Investment Perspectives
In this month’s Investment Perspectives, the Investment Strategy Group discusses how the pursuit of a soft landing continues in the new year and anticipates volatile but trending bond markets. Plus, strong market performance in December points to potential positive results for 2024.
Tax Mailing Schedule
Knowing when you’ll be able to access information you need to prepare your taxes makes the process easier.