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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
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, MBA
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.
St. Eulalia Jerry Mahon 5K
Ryan and Patti are proud to have been involved with the St. Eulalia’s Jerry Mahon 5K Run/Walk since it began in 2011—serving on the planning committee, as race-day volunteers, and occasionally as race participants. With the completion of the 15th annual race on July19th, we reflect with gratitude on all that this event has come to represent. We’re proud of the funds raised in support of our parish, humbled by the dedication of the volunteers who show up year after year, and especially thankful for the lasting friendships we’ve formed along the way—including the memory of those no longer with us.
Janney Shredding Event
Clients brought their tax and confidential documents for safe and environmentally safe shredding on-site and enjoyed a BBQ picnic and live music by Jim Carro.
Scranton Area Community Foundation Ribbon Cutting at New Location
Scranton Area Community Foundation opened the doors to a new chapter in a new location in Scranton. This wonderful organization provides great benefits to the community.
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 Event: Janney's Mid-Year Market Update
What’s next for the economy and markets?
Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: 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?*
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.
August 15, 2025
A Medicare Primer
This expert-led session is designed to empower you with a comprehensive understanding of what Medicare offers, so that you can make informed decisions about your coverage and finances.
August 08, 2025
Excited to share that Janney is now the Official Wealth Management Partner of the Philadelphia Eagles!
I had the honor of attending Tuesday’s ribbon-cutting ceremony celebrating the launch of this partnership and the opening of the Janney Tunnel Club at Lincoln Financial Field.
Just as championships are built on preparation, strategy, and teamwork, we bring those same principles to helping our clients pursue their most important financial goals.
Proud to be part of a team that shares a commitment to excellence — both on the field and in the financial world.
#Janney #PhiladelphiaEagles #WealthManagement #FlyEaglesFly #Teamwork #FinancialPlanning
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
August Investment Perspectives
In this issue we discuss whether the big banks are seeing the big picture, the hidden fees lurking in one’s bond basket, and what the factors are that will move the market in the future.
Marriage, Divorce, and Financial Planning: Building and Protecting Your Financial Future
Marriage is not just a union of hearts. It is also a merger of finances, responsibilities, and legal commitments. When that union ends, whether amicably or not, the financial consequences can be significant. Preparing for these transitions with a clear financial strategy is one of the most empowering steps you can take.
Planning Strategies for Remaining 529 Balances
If you saved more for college than you needed, here’s how to make the most of the leftover funds.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.