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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.
December 20, 2024
Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on what you should know about the markets’ potential impact on your portfolio strategy.
December 18, 2024
Optimizing Tax Strategy and Charitable Giving With a Donor Advised Fund
During this season of giving, whether you’re planning for a large gift, supporting multiple charities, or growing funds for future giving, a Donor-Advised Fund (DAF) offers beneficial flexibility and tax advantages you may not have considered. If you're unfamiliar with the strategy, you can learn more in the article linked below. And if you're interested in discussing how a DAF could potentially fit into your holistic financial plan, let's connect!
December 11, 2024
Important Planning Considerations: Insurance & Long-Term Care
Financial advice isn't limited to investment insights and asset allocation strategies. A true, holistic and comprehensive financial plan includes discussions around important insurance and long-term care planning considerations and how proper coverage can help safeguard your income and assets. Our unique financial planning process puts clients at the center of the conversation and brings together considerations not only for investments but also insurance and estate planning. Read more about some of these insurance considerations in retirement below.
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.