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Through our process, The Wilson Wealth Blueprint™, our mission is to provide a holistic wealth management experience through meticulous financial planning, strategic tax minimization strategies, and personalized investment advice, empowering clients to achieve their financial goals with confidence and security.
Headquartered in Moosic, Pennsylvania, in the heart of Northeastern Pennsylvania near Scranton and Wilkes-Barre, Wilson Wealth Advisory Group serves clients across 28 states and combines the accessibility of a relationship-driven advisory team with the resources and capabilities of a broader wealth management practice.
Awards
Forbes 2026 Best-In-State Wealth Advisor
Ryan Wilson has been recognized as a 2026 Best-In-State Wealth Advisor by Forbes for the fourth consecutive year.
Forbes 2026 Best-In-State Wealth Management Team
Wilson Wealth Advisory Group has been recognized as a 2026 Best-In-State Wealth Management Team by Forbes.
Our Team
When you work with us, it’s about going beyond investing. It’s about connecting your life and your finances. We take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Our depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables us to provide high quality service, while offering advice and executing financial solutions for every stage of life.
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Ryan W. Wilson, CPA, CFP®, CRPC®, AWMA®, AIF®, CEPA®
Managing Director, Financial Advisor
Mark Santaniello, CRPC®, RSSA®, AWMA®, AIF®
Financial Advisor
Alex Pucilowski, AIF®, CRPC®, CLTC®
Account Executive
Renee R. Rinaldi
Senior Registered Private Client Associate
Patti Betti, MBA
Private Client Associate
Eve Hughes
Private Client Associate
Thomas Thurber
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.
Wilson Wealth Blueprint™
A structured planning experience designed to bring organization, clarity, and coordination to each step.
What We Help Coordinate
Financial planning sits at the core of our approach. Through the Wilson Wealth Blueprint™, we help coordinate the services and resources that can support a more organized planning experience.
Business Retirement Plans
We partner with organizations to deliver innovative, results-oriented retirement plan solutions. Our structured, consultative process is developed to help you offer a well-designed plan—supported by high-level service that empowers your employees to work toward long-term financial security.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Client Dinner 2026: An Evening of Perspective and Inspiration
Grateful for an evening that offered both valuable perspective and genuine inspiration. Janney’s Chief Investment Strategist, Mark Luschini, shared his thoughts on the markets and economy—always an educational experience for our clients. We were also fortunate to hear from Marci Schankweiler, Founder and CEO of For Pete’s Sake Cancer Respite Foundation, and Bob Kiesendahl, owner of Woodloch Resort, about “Pete’s Dream”, a first-of-its-kind cancer respite center in the U.S. being built at Woodloch in Hawley, PA. Mark provided perspective on the world around us, while Marci and Bob reminded us what vision, purpose, and generosity can make possible. Thank you to our speakers, clients, and friends who joined us for such a meaningful evening.
North Pocono Public Library Golf Tourney Sponsor 2026
Proud to sponsor the 6th Annual North Pocono Public Library golf tourney supporting the library and all its terrific activities.
North Pocono Middle School Career Fair 2026
Enjoyed spending part of the day with the North Pocono Middle School students and explaining what we do as Financial Advisors and the importance of saving early.
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.
The Washington Update with Jeff Bush
Financial and non-partisan political correspondent, Jeff Bush will offer insights to help you navigate the ever-changing landscape emanating from Washington by providing specific investment, wealth transfer and retirement planning strategies.
Retain Your Brain
Please register for our Virtual WebEx "Retain Your Brain" as we discuss the importance of brain health and how to age-proof your most valuable asset.
Finish 2026 Strong
Please register for our Year-End Virtual Lunch N Learn: Finish 2026 Strong: Ryan, Mark and Alex's Year-End Best Practices for successful end of 2026 and start to 2027.
Video Library
Can You Still Contribute to a Roth IRA If Your Income Exceeds the Limit?
Hear from Mark Santaniello as he explains what options may be available if your income exceeds the annual limit for contributing directly to a Roth IRA.
The Wilson Wealth Blueprint™
The Wilson Wealth Blueprint™ brings together thoughtful financial planning, tax minimization strategies, and personalized investment advice to help you pursue your goals with confidence.
Year-End Virtual Lunch N Learn
Ryan, Mark, and Alex share their essential year-end housekeeping recommendations to help you wrap up the year effectively and start 2026 with confidence.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
August 31, 2026
9 Considerations for 2026 Year-end Tax Planning
Start year-end tax planning now to review income, gains and losses, retirement distributions, charitable giving, and tax payments—and prepare for 2027.
August 21, 2026
Grateful for an evening that offered both valuable perspective and genuine inspiration.
Janney’s Chief Investment Strategist, Mark Luschini, shared his thoughts on the markets and economy—always an educational experience for our clients.
We were also fortunate to hear from Marci Schankweiler, Founder and CEO of For Pete’s Sake Cancer Respite Foundation, and Bob Kiesendahl, owner of Woodloch Resort, about “Pete’s Dream”, a first-of-its-kind cancer respite center in the U.S. being built at Woodloch in Hawley, PA.
Mark provided perspective on the world around us, while Marci and Bob reminded us what vision, purpose, and generosity can make possible.
Thank you to our speakers, clients, and friends who joined us for such a meaningful evening.
#Janney #PetesDream
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.