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The Velnoskey Wealth Management Group
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.
October 03, 2024
May the new year bring blessings, happiness, and moments of renewal. L'Shanah Tovah!
October 01, 2024
5 Top Cybercrime Trends and How to Combat Them
October is #NationalCybersecurityAwarenessMonth. Identity protection and safe practices around your personally identifiable information (PII) are critical considerations for your daily internet usage. Click here to read ways you can help protect yourself.
https://tinyurl.com/3shtzn2v
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
July Investment Perspectives
In the latest issue of Investment Perspectives, the Investment Strategy Group examines the appetite for gold, the recent concerns around liquidity, and what to expect for stocks as the summer winds down. Be sure to check it out.
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.
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