Awards
The Forbes Best-in-State Wealth Management Team recognition reflects our commitment to providing personalized financial advisor and wealth management services for clients throughout Canonsburg, the greater Pittsburgh region, Washington County, and across the country. Our team is honored to support individuals, families, and business owners across Western Pennsylvania with thoughtful investment and retirement planning guidance.
2026 Best-in-State Wealth Management Team
We are pleased to share that our team has being recognized as a 2026 Best-in-State Wealth Management Team by Forbes for the fourth year in a row.
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.
Our Team
Recognized by Forbes as a Best-in-State Wealth Management Team from 2023–2026, our team brings together more than 90 years of combined experience serving families, professionals, and business owners throughout the greater Pittsburgh region. We believe financial advice is most effective when it is personal, proactive, and built on lasting relationships. That’s why we take the time to truly understand the people we serve — their priorities, their concerns, and the legacy they hope to build. Our team is committed to providing thoughtful guidance through every stage of life, helping clients navigate important financial decisions with clarity, care, and a long-term perspective.
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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.
How We Work Together
Our approach begins with understanding you, your goals, your priorities, and where you are today. From there, we develop a strategy, put it into action, and continue to guide you as your needs and circumstances evolve.01 — Understand Your Situation Get a clear understanding on where you are today.02 — Define Your Goals Identify what matters most to you.03 — Explore Your Options Evaluate strategies to move you forward.04 — Build Your Plan Develop a strategy tailored to your goals.05 — Bring It to Life Walk through the recommendations and next steps.06 — Put Your Plan in Motion Implement the strategy with you.07 — Stay on Track Monitor your progress and adjust as life changes.
Why Clients Choose Us
Advice Tailored to Your Life: No two clients are the same. We take the time to understand your priorities, challenges, and long-term goals before building a personalized financial strategy designed specifically for you.Experience That Spans Generations: Our team brings more than a century of combined experience helping clients navigate changing markets, major life transitions, retirement planning, and wealth preservation with clarity and confidence.Tax-Aware Financial Planning: Financial decisions do not happen in isolation. We incorporate tax-aware strategies into our planning process to help clients make more informed decisions about investing, retirement income, and long-term wealth management.Relationships Built on Trust: We believe successful financial planning starts with strong relationships. Our clients value having a trusted advisory team that is accessible, proactive, and committed to serving their best interests over the long term.
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: Janney’s Mid-Year Market Update
As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next.
Recent Event: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Recent Event: Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
August 11, 2026
August Investment Perspectives
What could shape the next move in markets? Our latest Investment Perspectives shares timely insights from Janney's Investment Strategy Group on the trends influencing investors today.
August 10, 2026
The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
As Medicare costs and coverage evolve in 2026, it’s worth considering how those changes may fit into your broader retirement plan. If you have Medicare, our latest article highlights five updates that may factor into your planning decisions.
August 06, 2026
Designing Trusts That Encourage Responsibility, Not Entitlement
What do you want your legacy to accomplish? A thoughtfully designed trust can help support future generations while encouraging personal responsibility. Read the full article: https://www.janney.com/detail/education/2026/07/13/designing-trusts-that-encourage-responsibility--not-entitlement
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
Building Better Password Habits
Cyberfraud does not always begin with a data breach. Sometimes it starts with a password that is too easy to guess, reused across accounts, or stored in an unsafe place. Building better password habits can help protect your financial information and may strengthen your overall digital security.
Choosing the Right Trust for Your Needs
Trusts can be a flexible and effective planning tool for a variety of purposes, including addressing estate planning needs. Because there are many types of trusts, the right structure depends on an individual’s objectives, assets, beneficiaries, and long-term financial plan.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.