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.
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.
Retirement Income Planning
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.
Estate Planning
You've worked hard to accumulate assets, build wealth, and provide for your family, building a legacy – we're here to help ensure that legacy is carried out and protected.
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.
Working with Scheinker Legacy Wealth Advisors
Our Legacy
Scheinker Legacy Wealth Advisors has a rich history dating back to 1963.
Our Focus
At Scheinker Legacy Wealth Advisors, we empower individuals and families to Know Their Worth. This mission drives everything we do.
Our Values
At Scheinker Legacy Wealth Advisors, our core values shape how we think, how we work, and how we serve our clients.
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.
June 01, 2026
Plan for 100: Income Planning for a Longer Life
Planning to live longer? With many people now living into their 90s and beyond, it may be worth considering how your financial plan can support a retirement that could last decades.
May 11, 2026
Understanding Trump Accounts
Discover how “Trump Accounts” could help families build long-term wealth for the next generation. This new savings vehicle offers eligible children a federally funded starter contribution, tax-advantaged growth potential, and flexible future-use options beyond traditional education savings plans. Parents, grandparents, and even employers may be able to contribute, creating new opportunities for multigenerational financial planning and early investing.
Trump Accounts may provide families with a unique way to jump-start savings for future education costs, home purchases, entrepreneurial ventures, and other long-term financial goals. With the potential for tax-deferred growth and broad contribution flexibility, these accounts could become an important addition to a comprehensive wealth strategy for parents looking to build a stronger financial foundation for their children.
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
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.