Awards
2025 Best-in-State Wealth Management Team
We are pleased to share that our team has being recognized as a 2025 Best-in-State Wealth Management Team by Forbes.
2024 Best-In-State Wealth Management Team
For the second year, the Hunt/Vilsack Wealth Management Group has been named a Forbes Best-In-State Wealth Management Team.
2023 Best-In-State Wealth Management Teams List
The Hunt/Vilsack Wealth Management Group has been named a Forbes 2023 Best-In-State Wealth Management Team.
Our Team
"If you want to know your past-look into your present conditions. If you want to know your future-look into your present actions." --Chinese Proverb No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice and consultation.
... Read more.
Read less.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Our Services
Today’s investment markets are more complicated than ever and are constantly changing. The number of investment solutions available today is overwhelming and the days of buying and holding a portfolio of stocks, bonds or mutual funds are long gone.
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.
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.
Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Recent Event: Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025?
Recent Event: The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
February 04, 2025
Long-Term Capital Market Assumptions 2025
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Stability You Can Count On
The resources of a large firm with the personal attention of a boutique
Beware of These Top Tax Scams When Filing Your Taxes
The IRS produces a list of its “Dirty Dozen” tax scams each year. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to be familiar with the latest list of common issues—and take some simple steps to stay safe from them.
January Investment Perspectives
In this issue we look at what will shape the economy in 2025, revisit last year’s market themes, and discuss how history may hint at what’s ahead.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.