The Velnoskey Wealth Management Group | Westminster, MD | Financial Advisors

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. ... Read more. Read less.

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

Online Access Client Portal

Simplify your finances with quick, convenient, secure access to your Janney account information using your desktop or mobile device.

What We Do

No matter where you are in life – we’re here for you through every step of your financial journey.

Resources for Millennials

Millennial Resources

College Net Price Calculator

Charitable Contributions - IRA

Charitable Contributions from IRA

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.