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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.
About Us
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.
Honors & 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 five years running.
Chris Goles was named to the National Top Advisors “40 Under 40” list, which appeared in On Wall Street, in 2006.
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.
Our Services
Our Team
Office Information
Toll-free:
(888) 526-6391
Phone:
(410) 580-2686
Email:
scheinkerwealthadvisors@janney.com
Request More Information
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