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, Hunt/Vilsack Wealth Management Group brings more than 90 years of combined experience serving professionals, business owners, retirees and families throughout the greater Pittsburgh region. We are a multigenerational, family-oriented practice, and that perspective shapes how we work with clients. That is why we start by understanding the whole picture: your priorities, your family, your concerns and what you want your wealth to support over time. As the next generation becomes part of our own practice, we are intentionally building continuity for the families we serve. Our goal is to provide thoughtful guidance today while creating relationships that can endure across generations. At Hunt/Vilsack Wealth Management Group, we think about wealth in generations, not transactions.
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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.
September 17, 2026
Life Insurance: It's Not Just for Income Replacement
September is Life Insurance Awareness Month—a reminder that life insurance can support a range of financial planning needs.
Beyond protecting loved ones and replacing income, it may also support broader goals around retirement income, estate planning, and legacy planning.
September 17, 2026
Trying Incrementalism
The Federal Reserve raised overnight interest rates by 0.25%, marking the first major policy action under Chair Kevin Warsh. Read the full commentary from Janney’s Investment Strategy Group as they examine the Fed’s incremental approach, the outlook for additional rate hikes, and what it could mean for longer-term interest rates.
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
September Investment Perspectives
In this issue, we discuss how the labor market is still doing the heavy lifting, the details surrounding recent U.S. Treasury news, and how the midterms may impact the markets.
Managing Finances in a New Marriage: A Checklist for Newlyweds
Marriage is more than a milestone—it’s a meaningful opportunity to align your financial lives and build a shared foundation. Use this checklist to coordinate accounts, clarify goals, and position yourselves to Plan for More together.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.