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.
AdvisorHub: Fast Growing Advisors to Watch
Josh Scheinker Named a 2023 Advisor to Watch by AdvisorHub
Forbes Best-In-State Teams 2023
Scheinker Legacy Wealth Advisors Named to Forbes' 2023 Best-In-State Wealth Management Teams List
Forbes Best-In-State Wealth Advisor 2023
Josh Scheinker Named to Forbes' 2023 Best-In-State Wealth Advisors List
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Virtual Meetings
For clients and prospective clients who prefer to meet via conference or video call, we can host meetings virtually via Webex, an easy to use, secure online conferencing service.
Our Focus is on You
We take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to meet them.
Retirement Income
Generating income from the retirement savings you have accumulated over your lifetime can often be a complex task. Managing retirement income requires balancing guaranteed income sources, such as Social Security, with fluctuating income from sources such as your investment portfolio, based on your living expenses and desired spending levels.
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: Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Recent Event: Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025?
Recent Event: The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
February 03, 2025
Outlook 2025
When you understand what’s expected for the economy and markets in the coming year, you can better develop a long-term investment strategy. Read our Outlook here.
January 09, 2025
SCHEINKER LEGACY WEALTH ADVISORS NAMED TO
FORBES 2025 BEST-IN-STATE
WEALTH MANAGEMENT TEAMS LIST
FORBES BEST-IN-STATE AWARD
Scheinker Legacy Wealth Advisors has been named to the Forbes 2025 Best-in-State Wealth Management Teams list for the third consecutive year. “Congratulations to Scheinker Legacy Wealth Advisors on receiving this prestigious recognition. This honor reflects their dedication to delivering outstanding wealth management advice and exceptional client service. It also underscores how Janney’s combination of resources, personalized support, and a collaborative culture empowers advisors to elevate their practices and achieve success. We’re proud to support them,” said Kevin Reed, President of the Firm’s Private Client Group.
Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.
ABOUT SCHEINKER LEGACY WEALTH ADVISORS
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.
Scheinker Legacy Wealth Advisors was established to take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to meet them. 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.
Our strategy is straightforward- our clients tend to be super-achievers whose time is at a premium. We aim to simplify the often complicated and time-consuming process that typically accompanies a comprehensive wealth planning process and leverage our team's time and talent to provide individualized recommendations based on individualized circumstances.
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40 Wight Ave, 5th Floor, Hunt Valley, MD 21030
410.580.2686 ● scheinkerwealthadvisors@janney.com ● www.scheinkerwealthadvisors.com
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Optimizing Tax Strategy and Charitable Giving with a Donor-Advised Fund
When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances. Let’s take a look at one option that may be worth considering—a Donor-Advised Fund (DAF).
Document Vault Checklist
Keep your financial, household, and personal documents in one safe place. This free feature is available to all Janney clients who are registered users of Online Access.
Beware of These Top Tax Scams When Filing Your Taxes
The IRS produces a list of its “Dirty Dozen” tax scams each year. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to be familiar with the latest list of common issues—and take some simple steps to stay safe from them.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.