Home page hero banner


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.
... Read more.
Read less.

Douglas P. Velnoskey, CFP®, CEPA®
Executive Vice President, Financial Advisor | Senior Partner

Bryan L. Carney, CFP®, CRPS®
Vice President, Financial Advisor | Partner, Head of Planning Solutions

Coleen Kramer Beal, AWMA®, CDFA®, CLTC®
Financial Advisor | Partner, Head of Insurance Strategy

Devin P. Velnoskey, CFP®, CEPA®
Financial Advisor | Managing Partner

Gary Wright, AWMA®
Senior Registered Client Service Associate | Head of Client Services & Operations

Beth Yaeger
Private Client Associate | Client Experience & Logistics Coordinator

Patrick Gilligan
Registered Private Client Associate | Client Services & Planning Support
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.

Up Next: The Washington Update with Jeff Bush
A nonpartisan overview of the political environment, prospective legislation, and strategies for investment and retirement planning.

Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.

Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 15, 2025

When Should You Engage a Financial Advisor for Your Personal Needs? And Why? - Carroll News | Carroll Publications | Carroll County, MD
🔍 When Should You Engage a Financial Advisor?
Navigating the complexities of personal finance can be challenging. Knowing when to seek professional guidance is crucial to ensuring your financial well-being. The article "When Should You Engage a Financial Advisor?" from Carroll News sheds light on key moments when consulting a financial advisor can be beneficial.
Whether you're experiencing major life changes, planning for retirement, or making significant financial decisions, a financial advisor can provide personalized strategies to help you achieve your goals.
📌 Key Takeaways:
Major Life Events: Marriage, divorce, or the birth of a child can significantly impact your financial situation.
Career Milestones: Receiving a promotion or changing jobs may introduce new financial complexities.
Retirement Planning: Ensuring your savings align with your retirement goals is essential.
Investment Decisions: Professional advice can help you navigate the complexities of investing.
Estate Planning: Planning for the distribution of your assets is crucial for your legacy.
Engaging a financial advisor during these pivotal moments can provide clarity and help you make informed decisions to secure your financial future.
🔗 https://carroll.news/when-should-you-engage-a-financial-advisor/
#FinancialPlanning #FinancialAdvisor #PersonalFinance #RetirementPlanning #InvestmentStrategy #EstatePlanning
May 01, 2025

Leveraging Annuities During Market Uncertainty
Annuities can be a powerful tool for securing your investments—offering asset protection, tax deferral, guaranteed income, and peace of mind. Read this article to learn more.
April 29, 2025

The Washington Update with Jeff Bush
Our exclusive virtual event will highlight: How election outcomes influence policy directions and investor sentiment. The budget debate and how it shapes legislative priorities and influences market trends. Expected changes from the expiration of the Tax Cuts and Jobs Act and implications for individuals and businesses, and a look at the U.S.-China relationship and its impact on key industries and investment strategies.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.

May Investment Perspectives
Factors that matter when defining a recession, bond market volatility, and earnings reports vs. the first 100 days.

Protecting Your Business: The Importance of Insurance
The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.

Should I Convert From a Traditional IRA to a Roth IRA in a Volatile Market?
Soaring inflation and global conflict have led to ongoing stock market volatility. Retirement savers may be wondering, “Is now a good time to convert to a Roth IRA?”
Office Information
Phone:
Text:
Toll-free:
Fax:
Email: