Awards
The team members of Scheinker Legacy Wealth Advisors are proud to receive honors and recognition from a number of highly regarded industry publications. Joshua Scheinker has been selected as one of the Best-In-State Wealth Advisors by Forbes & SHOOK Research for six years running. Throughout his career, Jerry Scheinker has been awarded with honors from various financial services firms. In 2016 Jerry was named to Forbes list of America's Top Wealth Advisors. In addition, he was named to Barron’s “Top Financial Advisors in America” from 2006 to 2017 and, in 2013, one of Financial Times' Top 400 Financial Advisor in America.
Forbes Best-in-State Wealth Management Team 2026
We are honored to shared that we have been recognized as a Forbes Best-in-State Wealth Management Team
Forbes Best-in-State Wealth Advisor 2025
We are excited to share that Josh Scheinker has been recognized as a Best-in-State Wealth Advisor by Forbes
Forbes Best-in-State Wealth Management Team 2025
We are thrilled to be recognized as a Best-in-State Wealth Management Team by Forbes.
Our Team
Joshua A. Scheinker
Managing Director, Financial Advisor
Todd B. Garliss
Vice President/Wealth Management, Financial Advisor
Jordan Higgins, CFP®, CLTC®
Assistant Vice President/Wealth Management, Financial Advisor
Daniel Verbic
Financial Advisor
Carrie Deltuva
Private Client Associate
Laura Snyder
Registered 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.
Our Focus is on You
At Scheinker Legacy Wealth Advisors, we empower individuals and families to Know Their Worth. This mission drives everything we do.
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.
Thoughtful Income Strategies for a More Confident Retirement
Turning a lifetime of savings into sustainable retirement income can feel complex. You’re balancing predictable income sources–like Social Security–with investment-based income that can fluctuate, all while supporting the lifestyle you envision for retirement.
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 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 Event: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
February 02, 2026
How You Can Leave More to Your Heirs, Minimize Taxes
Did you know that repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy?
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
January Investment Perspectives
In this issue we look at AI and its impact on productivity, how executive policy drove the market in 2025, and the January effect and stock market seasonality.
Outlook 2026
Outlook 2026 offers the Janney Investment Strategy Group’s baseline prognostications for the economy, the equity and fixed-income markets, their evolution, and investment implications in the New Year.
5 Simple Steps to Prepare for Tax Filing
Filing your tax returns can be less stressful when you take a few steps before it’s time to complete your tax forms.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.