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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.
Our Team
No matter where you are in life — just starting out, in your peak earning years, nearing retirement, or contemplating your legacy — we are here for you. 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®
Executive Vice President / Wealth Management, Financial Advisor
Mark Santaniello, CRPC®, RSSA®
Financial Advisor
Alex Pucilowski, AIF®, CRPC®, CLTC®
Account Executive
Renee R. Rinaldi
Senior Registered Private Client Associate
Patti Betti
Private Client Associate
Eve Hughes
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.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan with high-level service that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
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.
Boys and Girls Clubs Golf Tournament 2024
Wilson Wealth Advisory Group of Janney Montgomery Scott, LLC was a proud sponsor of an outstanding event for a valuable cause - the Boys and Girls Clubs of Northeastern PA, supporting the children of NEPA communities.
North Pocono Public Library Golf Tournament
Janney was a proud sponsor of the 4th Annual North Pocono Public Library Golf Tournament. Great event supporting the wonderful library and its many activities. #NorthPoconoPublicLibrary #Janney
North Pocono Middle School Career Fair 2024
Enjoyed spending time with the North Pocono Middle School students and explaining what we do as Financial Advisors as well as 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.
Unlocking the Power of Online Access: Exploring its Capabilities
Stay connected to your financial goals and the plan to advance your toward them. Discover where to find information about your portfolio at your fingertips such as:
Statements, Tax Documents, Your Financial Planning Analysis, Document Vault (for Wills, Trusts, Power of Attorney), Allow account access for interested parties and authorized guests (Attorney, Tax Preparer, Power of Attorney), My Net Worth/Account Aggregator Tool (see all your assets in one location), and much, much more!
Up Next: 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 Event: Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Video Library
Medicare Enrollment When You Already Have Coverage
Hear from Mark Santaniello on whether it is necessary to enroll in Medicare at age 65 if you have health care coverage with your employer.
Triple Tax Advantages of Health Savings Accounts
Hear from Mark Santaniello on the triple tax advantages that can come from Health Savings Accounts.
Net Unrealized Appreciation
In this video, we will discuss net unrealized appreciation and how it can be strategically used with your employee stock ownership.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 07, 2025
Please join us for our March 25th Lunch N Learn at Noon EST "Unlocking the Power of Online Access: Exploring its Capabilities." Register on our Events page: https://advisor.janney.com/wilsonwealthadvisorygroup/events
Stay connected to your financial goals and the plan to advance you toward them.
Discover where to find information about your portfolio at your fingertips such as:
• Statements
• Tax Documents
• Your Financial Planning Analysis
• Allow account access for interested parties and authorized guests (attorney, tax preparer, Power of Attorney).
• Document Vault to secure your documents (Wills, Trusts, Power of Attorney)
• My Net Worth/Account Aggregator Tool (see all your assets in one location)
• And much, much more!
March 05, 2025
Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term turbulence may experience advantages in the end.
February 25, 2025
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?* If you’re approaching retirement age, you need to protect the wealth you have built. Financial planning and business succession planning can help you understand the nexus of your personal net worth, the value of your business, and the exit strategies that will allow you to enjoy the benefits of years of hard work and sacrifice. Join us to hear Janney thought leaders highlight our collaborative approach in addressing the unique needs of business owners. Register here: https://advisor.janney.com/janneyevents/events/financial-strategies-for-business-owners/
*According to estimates from the Exit Planning Institute
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Optimizing Tax Strategy and Charitable Giving with a Donor-Advised Fund
When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances. Let’s take a look at one option that may be worth considering—a Donor-Advised Fund (DAF).
Document Vault Checklist
Keep your financial, household, and personal documents in one safe place. This free feature is available to all Janney clients who are registered users of Online Access.
Beware of These Top Tax Scams When Filing Your Taxes
The IRS produces a list of its “Dirty Dozen” tax scams each year. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to be familiar with the latest list of common issues—and take some simple steps to stay safe from them.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.