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The Velnoskey Wealth Management Group
The Velnoskey Wealth Management Group is the evolution of our team’s tireless focus and dedication to holistic wealth management. Our team has over 130 years of experience serving affluent individuals, their families, their businesses, and non-profit organizations across the United States and internationally.
Our vocation is to meaningfully enhance the financial lives and legacies of our clients with trusted, personalized planning and advice. When you work with us, it’s about going beyond investing. It’s about connecting your life and your finances.
Our collaborative approach centers on a dynamic partnership designed to understand your unique needs and circumstances, creates bespoke strategies to meet even your most complex needs, and provides consistent review of your progress and adjusts as life changes.
Why Choose a CFP® Professional | CFP - Let's Make a Plan (letsmakeaplan.org)
Awards
Our Team
With over 130 years of experience serving affluent individuals, their families, their businesses, and non-profit organizations across the United States and internationally, our team delivers a wealth and depth of knowledge affording our clients unparalleled service and vision.
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Douglas P. Velnoskey, CFP®, CEPA®
Executive Vice President / Wealth Management
Bryan L. Carney, CFP®, CRPS®
Financial Advisor
Coleen Kramer Beal, AWMA®, CDFA®, CLTC®
Financial Advisor
Devin P. Velnoskey, CFP®, CEPA®
Financial Advisor
Gary Wright
Senior Registered Client Service Associate
Beth Yaeger
Private Client Associate
Patrick Gilligan
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.
Community Involvement
Within the communities where we live and work, the Velnoskey Wealth Management Group recognizes and values the importance of community engagement and giving back. We are grateful for the ability and opportunity to be a community partner.
Carroll County Women's Conference
The inaugural Carroll County Women's Conference raised over $20,000 for local scholarships!
Frederick Co. Girls Football
Janney and The Velnoskey Wealth Management Group are pleased to sponsor the inaugural season of the Frederick County Girls Flag Football League.
MREC Roaring 20s Garden Party
The VWM Group Wins Croquet Benefit!
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 Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
November 12, 2024
8 Reasons to Give to a Donor-Advised Fund vs. Directly to a Charity
As we inch closer and closer to the holiday season, gratitude and giving go hand in hand. There are many ways to support your favorite causes with our time, talent, and treasure. If you're considering how your legacy of philanthropy can continue for generations to come, consider a Donor-Advised Fund. In this article, discover how donor-advised funds can offer flexible, tax-efficient ways to support your favorite charities, and why a DAF offers several benefits over direct donations. Learn more below.
November 05, 2024
401(k) limit increases to $23,500 for 2025, IRA limit remains $7,000 | Internal Revenue Service
Two weeks ago the IRS released its tax brackets for 2025. This past week they released the changes to the contributions limits for 401(k)s and other retirement accounts. Additionally, they provided guidance on the phase out ranges and earnings limits for certain contributions.
Get more specific information here: https://www.irs.gov/newsroom/401k-limit-increases-to-23500-for-2025-ira-limit-remains-7000#:~:text=The%20annual%20contribution%20limit%20for%20employees%20who%20participate,on%20annual%20contributions%20to%20an%20IRA%20remains%20%247%2C000.
October 23, 2024
Estate Planning for Procrastinators
In honor of National Estate Planning Awareness Week, we're sharing a few strategies that even those who haven't given much thought to Estate Planning yet can get behind. Remember, it's better late than never when it comes to creating your estate planning documents. Get started with the list linked below and if you'd like to sit down and discuss how estate planning connects with your overall financial picture, please connect with us!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
We take a closer look at economic activity in China, the potential changes to tax exemptions and what that might mean for munis, and how earnings expectations drive stock prices.
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
Office Information
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.