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Helping you Navigate your Financial Future
Helping you Navigate your Financial Future
Located in Greenville, DE the Peninsula Wealth Advisory Group strives to provide the highest quality of service and advice to our clients - individual investors, families, retirees, business owners, corporate executives and foundations.
No matter where you are in life — just starting out, in your peak earning years, nearing retirement, or contemplating your legacy — we are here for you. When you work with us, it’s about going beyond investing. It’s about connecting your life and your finances.
We take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Our depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables us to provide high quality service, while offering advice and executing financial solutions for every stage of life.
Awards
Forbes 2026 Best-In-State Wealth Management Team
Peninsula Wealth Advisory Group named to Forbes 2026 Best-In-State Wealth Management Teams list.
Forbes 2025 Best-In-State Wealth Management Team
Peninsula Wealth Advisory Group named to Forbes 2025 Best-In-State Wealth Management Teams list.
Forbes 2024 Best-In-State Wealth Management Team
Peninsula Wealth Advisory Group named to Forbes 2024 Best-In-State Wealth Management Teams list.
Our Team
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, planning, and consultation.
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Randall L. Renneisen
Executive Vice President / Wealth Management, Financial Advisor
Robert B. Fischer, CFP®, CLTC®
First Vice President / Wealth Management, Financial Advisor
Michael E. Toner
Vice President / Wealth Management, Financial Advisor
Matthew Lagoy, CFP®, CEPA®, CRPC®
Assistant Vice President / Wealth Management, Financial Advisor
Rachel Montgomery
Financial Advisor
Susan McDermott
Senior Registered Private Client Associate,
Business Productivity Specialist
Denise Diaz
Senior Private Client Associate
Abigail Kuligin
Private Client Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We partner with organizations to deliver innovative, results-oriented retirement plan solutions. Our structured, consultative process is developed to help you offer a well-designed plan—supported by high-level service that empowers your employees to work toward long-term financial security.
College Saving and Funding Plans
Plan for More™—supporting your student’s future while protecting your broader financial goals.
As the cost of higher education continues to rise, paying for college often requires more than saving—it often calls for a thoughtful, customized strategy that balances education funding with your broader financial goals.
Financial Planning
Your financial life is shaped by what matters most to you. At Janney, begin by understanding your priorities, then connect your goals to a personalized financial plan designed to help you plan for more—more clarity, more confidence, and more possibility.
No matter where you are in life, we’re here to help you navigate complexity, build a thoughtful strategy, and move forward with purpose. With experience across a wide range of financial situations, we analyze your current circumstances and create a plan tailored to your unique needs and long-term vision.
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.
Caesar Rodney Rotary Club
Rob is a Board Member and enjoys a variety of hands on charity work with the club
West Chester Area Education Foundation
Matt is a Board Member of the Foundation - an independent non-profit organization whose mission is to supplement creative, meaningful, real-world experiences for students in the West Chester Area School District.
Nemours / Alfred I duPont Hospital for Children
Our team is partnering with Nemours / Alfred I duPont Hospital for Children to collect for a virtual toy drive benefitting children and their families during unprecedented times.
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 31, 2026
9 Considerations for 2026 Year-end Tax Planning
Start year-end tax planning now to review income, gains and losses, retirement distributions, charitable giving, and tax payments—and prepare for 2027.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
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.
The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
Medicare is more than a health care decision. With several cost and coverage changes taking effect in 2026, reviewing your Medicare choices can help keep your retirement plan aligned with your income needs, health care priorities, and life goals.
AI-Enabled Scams Are Becoming Harder to Detect. Here’s How to Protect Yourself.
AI scams are becoming more sophisticated and harder to identify. Knowing the warning signs can help you slow down, verify what you are seeing or hearing, and better protect your personal information and financial accounts.
Office Information
Office hours:
Weekdays
8:30 am - 4:30 pm
8:30 am - 4:30 pm
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.