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.
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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.
Up Next: Janney's Mid-Year Market Update
What’s next for the economy and markets?
Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
June 18, 2025
In this edition of Investment Perspectives, our Investment Strategy Group examines Corporate America's resilience, how the trade balance can impact the "flow" theory of bond demand, and the significance of visual analysis in equity research.
Read here: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/06/09/june-investment-perspectives
June 16, 2025
In periods of market uncertainty, it is crucial to evaluate all your options.
Annuities may offer a combination of asset protection, tax deferral, and income features that can support a diversified retirement strategy.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/04/28/leveraging-annuities-during-market-uncertainty
June 11, 2025
Have leftover 529 funds? You have options!
From transferring funds to other family members to leveraging them in estate planning, explore various strategies to make the most of your savings.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/04/10/planning-strategies-for-remaining-529-balances
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
Marriage, Divorce, and Financial Planning: Building and Protecting Your Financial Future
Marriage is not just a union of hearts. It is also a merger of finances, responsibilities, and legal commitments. When that union ends, whether amicably or not, the financial consequences can be significant. Preparing for these transitions with a clear financial strategy is one of the most empowering steps you can take.
Planning Strategies for Remaining 529 Balances
If you saved more for college than you needed, here’s how to make the most of the leftover funds.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.